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Boston Estate Planning Council

Boston Estate Planning Council

Boston Estate Planning Council is a professional association of ones engaged in the estate planning business. The organization was founded in 1930. It is a multi disciplinary organization. Boston Estate Planning Council boasts of a diverse membership base comprising over 600 members.

Membership to the Boston Estate Planning Council

Boston Estate Planning Council has a varied member base. Members include the following entities:
  • attorneys
  • financial advisors
  • accountants
  • life insurance representatives
  • bank trust officers.
Membership forms are available from the office of Boston Estate Planning Council. The form proforma is also available online. Anyone can take out a print and fill up the form and mail it to Boston Estate Planning Council. The application form should be accompanied by a $225 check meant for Boston Estate Planning Council.

Application for membership to the Boston Estate Planning Council needs to be accompanied by two recommendation letters from members who are not ordinary associate members . One referee of the applicant should come from his native profession but the other referee must belong to a completely different discipline.

A member of Boston Estate Planning Council can attain 'Emeritus Status' when he has remained a bona fide member of the Council for 20 years and has also become 65 years old.

Sponsors of the Boston Estate Planning Council

U.S TRUST of Bank of America Private Wealth Management is the corporate sponsor of Boston Estate Planning Council. Mellon is the diamond sponsor of Boston Estate Planning Council. The platinum sponsors of the Council include Northern Trust and Prince, Lobel, Glovsky & Tye LLP. Gold sponsors of Boston Estate Planning Council include New York Life,CCR, JP Morgan Private Bank , Leisman Insurance Agency, Inc, The Bishop Company , Financial Architects Partners and Edwards Angell Palmer &Dodge LLP.

Contact details:

The Boston Estate Planning Council
P.O. Box 500
Hingham, Massachusetts 02043
Phone number : 617.266.1919
Fax: 617.266.6849