Council Objectives


  1. To provide Council members with a better understanding of the estate planning, settlement and management services which life insurance professionals, bankers, fiduciaries, lawyers, accountants, planned giving professionals, and other select financial service providers engaged in the planning, settlement and management of estates can render to the general public.
  2. To increase the public’s awareness of the facilities and services available to aid individuals in the management, planning and settlement of their estates.
  3. To promote cooperation between each of the groups above mentioned and to foster a better understanding of the proper relationship which each group bears to the other, to their clients and to the general public.