About Us

The Montgomery Estate Planning Council, Inc., located in the capital city of Alabama, was incorporated October 1, 1986 after forming in the mid 1960's. The council was formed to provide a better understanding of estate planning and of the services that estate planners can render to the general public.

Members of the council strive to promote cooperation among the various disciplines involved in estate planning and foster a better understanding of the proper relationship that each discipline bears to the other, their clients, and the general public.

The membership of the Montgomery Estate Planning Council is limited to attorneys who are members of the Alabama State Bar, trust officers of trust companies and banks that maintain trust departments, Certified Public Accountants who are members of the Alabama Society of Certified Public Accountants, Chartered Life Underwriters or Chartered Financial Consultants who are members of the Society of Financial Service Professionals or National Association of Life Underwriters and Chartered Financial Consultants, or Certified Financial Planners who have received such designation from the Certified Financial Planners Board of Standards.

Annual dues for the 2013-2014 membership year are $150 per year. Dues include the costs of meals for all meetings and the annual social gathering, as well as other membership benefits such as access to the Leimberg Information Service (LISI) and discounted Estate and Trust magazine subscription rates.  New members pay a one time $100 initiation fee.

Our calendar tab will have the meeting schedules. While the dates will usually not vary once posted, check it frequently for any updates to the speakers and topics of interest.