Stronger Planning Starts
With Stronger Connections.
The Fort Wayne Estate Planning Council brings together professionals from across the estate planning community to share knowledge, build trusted relationships and strengthen the work we do for the people and families we serve.
Still Bringing Professionals Together.
For generations, estate planning professionals in Northeast Indiana have understood something important: no single profession has all the answers.
Attorneys, accountants, financial advisors, trust professionals, insurance professionals and charitable planning experts each bring a different perspective to the table.
The Fort Wayne Estate Planning Council creates a place for those perspectives to come together.
Through professional education, meaningful connections and cross-disciplinary collaboration, we help our members grow their knowledge, strengthen their professional network and better serve their clients.
PEOPLE. PERSPECTIVE. POSSIBILITIES.
More Than a Professional Association.
PEOPLE
Build Relationships
That Matter
Connect with professionals from across the estate planning community. Build trusted relationships, expand your referral network and get to know the people behind the profession.
PERSPECTIVE
Learn From One Another
Estate planning is constantly evolving. Gain insight from experts and colleagues across disciplines while exploring the issues, strategies and changes affecting your work and your clients.
POSSIBILITIES
Discover What Collaboration
Can Create
When professionals bring their expertise together, better conversations happen. New relationships form. Ideas are exchanged. And opportunities emerge to better serve clients and strengthen our professional community.
ONE PROFESSION CAN'T DO IT ALL.
Estate Planning Takes a Team.
Our membership represents the diverse disciplines that help individuals, families and businesses plan for their futures.
ATTORNEYS
Providing legal guidance and helping clients put their plans into action.
CPAs & TAX PROFESSIONALS
Bringing valuable tax, accounting and financial perspectives to the planning process.
FINANCIAL ADVISORS
Helping clients connect today's financial decisions with tomorrow's goals.
TRUST & BANKING PROFESSIONALS
Providing expertise in trust administration, fiduciary services and wealth management.
INSURANCE PROFESSIONALS
Helping individuals and families understand and manage risk as part of a comprehensive plan.
CHARITABLE & PLANNED GIVING PROFESSIONALS
Connecting generosity, legacy and long-term planning.
Looking for a professional with expertise in a particular area of estate planning? Our member directory connects you with Fort Wayne Estate Planning Council members representing a variety of professional disciplines throughout Northeast Indiana.
MEMBERSHIP
Your Expertise Matters. So Does Your Network.
The people you know can change the way you practice. Membership in the Fort Wayne Estate Planning Council gives you opportunities to meet professionals outside your own discipline, exchange ideas, stay informed
and develop relationships with people who understand the complexity of the work you do. Whether you've
spent decades in estate planning or are building your professional network, there's a place for your
perspective at the table.
LOCAL CONNECTION. NATIONAL RESOURCES.
Proudly Affiliated With NAEPC
The Fort Wayne Estate Planning Council is an affiliated council of the National Association of Estate Planners & Councils (NAEPC), connecting our local professional community with a national network of estate planning professionals, education and resources.
Let’s Connect
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