Welcome to the Estate Planning Council of Northeast Florida.

Statement of Purpose

This council is organized to provide a forum for attorneys, certified financial planners, certified public accountants, chartered life underwriters, and trust officers in Northeast Florida to promote a mutual exchange of information and experience concerning estate planning and related areas.

Please feel free to link into our membership roster and calendar of future meetings.


Estate Planning Council of Northeast Florida is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.

CenterState Bank CenterState Bank
 Dixon Dixon
Legacy Trust Legacy Trust