Mid-Florida Estate Planning Council is a local chapter of the National Association of Estate Planning Councils.  The purpose of the organization is to foster communication and education among members from communities of Mount Dora, Tavares, Leesburg, Apopka, Winter Garden, Umatilla, Montverde, Minneola, Eustis and Clermont.

A multi-disciplinary organization of top professionals in their respective field who share a common belief that a client is best served by the team concept of estate planning and financial planning. We admit to membership attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals.

This website is intended to help you find qualified professionals and other resources related to estate planning. For example, you will be able to link to other sites providing more information about our members and the services they offer by clicking on the member directory. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.

FOR OUR MEMBERS AND GUESTS:

  • Brings in speakers and educators within the various fields of estate and financial planning at monthly meeting.
  • Creates networking opportunities for members
  • Meets eight times a year for a combined educational and networking event
  • Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws
  • Has a combined membership among the various professional fields of over 50 of the top professional in their respective profession

 

Mid-Florida Estate Planning Council 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.