Welcome to the Estate Planning Council of the Lehigh Valley
Lehigh Valley's premier organization of professionals actively engaged in providing estate planning services and supporting activities.
Our members are attorneys, accountants, trust officers, financial planners, insurance agents, planned giving professionals, and specialist in related fields.
The Estate Planning Council of the Lehigh Valley (EPCLV) serves our members by providing:
High quality continuing education events with outstanding speakers
Opportunities to network and collaborate with like-minded professionals
Open access to our online directory of estate planning professionals
Extensive resources through the National Association of Estate Planning Councils
If you are interested in meeting and exchanging ideas with other Lehigh Valley estate planning professionals, we hope you will consider joining us at our next meeting.
OUR MISSION STATEMENT:
Helping our members best serve their clients through continuing education and networking opportunities that encourage timely estate planning strategies and engaged client interaction within a multi-disciplined approach while challenging our limits in adapting changes in tax, technology, trends and deliverables applicable to estate planning services.
Estate Planning Council of the Lehigh Valley 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.