The North Central Florida Estate Planning Council is a local organization of professional estate planners, affiliated with the National Association of Estate Planners and Council. We are focused on establishing and monitoring the highest professional and educational standards. North Central Florida Estate Planning Council builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning.

 
The North Central Florida Estate Planning Council members specialize in
  • Accounting
  • Insurance
  • Law
  • Trust services
  • Financial Planning
 All members must have one of the distinctions
  • Certified Financial Planner   CFP®
  • Certified Public Accountant   CPA®
  • Juris Doctor   JD®, Attorney
  • Chartered Life Underwriter   CLU®
  • Chartered Financial Consultant   ChFC®
  • Accedited Estate Planner   AEP®
  • Officers of Trust Companies or Bank Trust Departments
  • All members must be interested in and actively involved in estate planning or related subjects in North Central Florida.  Members of any of said groups shall be admitted after having been approved by a majority vote of the Board of Directors.
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