Welcome to our network!

Our membership works to advance the expertise, professionalism and cooperative collaboration among attorneys, CPAs, bank trust personnel, financial planners, and others whose work is focused in the area of estate planning. 

We appreciate your interest in the council and hope you find this information helpful. If you have questions or need anything more please let us know. 


Here's what our members are saying about the EPC:


The Estate Planning Council  allows me to stay current on this very dynamic topic. 
I find true value in both the presentations and the opportunity to collaborate with local professionals
several times throughout the year.
Brian Ursu - Intentional Wealth Advisors 



Estate Planning Council of Grand Traverse Area is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.