About Us

Our Mission Statement:

To pursue in the Boulder County area, the goals and objectives of the National Association of Estate Planners and Councils (NAEPC);

To encourage and cultivate interdisciplinary communication and education between the NAEPC professional disciplines (CPA, CLU, ChFC, CFP®, JD, Trust Officers, Business Valuation Appraisers, Philanthropic Professionals); and

To serve the Boulder County public by encouraging Boulder County families, individuals, and business owners to pursue and complete estate plans.