Are you an estate planning professional? We would love to have you join us!

Join our organization to network and connect with fellow local estate planning professionals. As a member, you’ll have access to our educational resources, online directory, monthly newsletter, and exclusive events. Our organization is interdisciplinary, so you’ll be able to connect with professionals from a variety of backgrounds. Whether you’re a lawyer, financial planner, trust officer, or life insurance agent, you’ll find valuable resources and connections through our organization. Join today to start building your professional network.

Get Involved

Our dinner meetings are the best way to get a feel for our organization and learn about what it’s like to be part of our community! We have plenty of them, so register for one today.

As they say, “Iron sharpens iron.” Our local estate planning community is not that large, so it’s important to network and connect with other local estate planning professionals around us to broaden our knowledge and resources. Your first step is to join us at one of our dinner meetings so you can meet other like-minded people and we can learn from each other. We’re a community of estate planning professionals who want to help each other grow and succeed. By coming to our dinner meetings, you’ll gain invaluable insights and connections that will help you in your career. So don’t hesitate to register for one of our dinner meetings today!

Stay Informed

Subscribe to our email list to stay current on everything that’s going on in our local estate planning community. You’ll get notified about our upcoming events, the latest news, and member updates. We promise to only send you relevant information that you’ll find interesting and useful. Subscribe now and stay connected!