Welcome to the official website of the Estate Planning Council of Rhode Island

The Estate Planning Council of Rhode Island is a member of the National Association of Estate Planners and Councils (NAEPC). Our organization is an association of estate planning professionals - attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations. Our members either reside or have a place of business in the state of Rhode Island.

At our four annual meetings, we offer our membership presentations from industry leaders about planning techniques, current events and shared experiences pertaining to the many disciplines of estate planning. Our meetings provide the opportunity to visit with friends and establish new relationships. For more information regarding our meetings, please check our calendar located on this website.

Our partnership with the NAEPC provides members with new services and opportunities, as well as providing information on other estate planning councils and their members throughout the country. Please browse our website for more information about our Council.

Estate Planning Council of Rhode Island 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.