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.

Who We Are

The Boulder County Estate Planning Council was established in 1972 to promote multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. It is organized to help its members render the highest possible service to the public by presenting excellent educational programs. 

 

When We Meet

There are four regular lunch meetings and two webinar presentations each year.  There is also an annual dinner.  The lunch meetings are held on the second Tuesday of January, March, June and September. Lunch meetings begin at 11:30 a.m.at the Boulder Jewish Community Center. Members are welcome to bring guests to lunch meetings at no additional charge. The annual dinner is generally scheduled for October to conduct a short business meeting and to allow members to socialize. 

 

How to Become a Member

To be eligible to become an active member of the Council, you must submit an application to the Administrator.  Membership is reserved for professionals who actively practice and exhibit experience in estate planning. Applicants must list one current member who would be comfortable sponsoring you as a member. Written recommendations are not required at this time. 

The application fee is $40, and annual membership dues are $300.  You can apply online here:   https://www.boulderestateplan.org/members/application.