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Member Benefits

Membership in the Estate Planning Council of New York City, Inc. has many benefits. Below is just a small sampling of how membership in our Council can benefit you:

Access to an elite crowd of engaged estate planning professionals. Because membership in the Council is voted upon by the Board of Directors, each new member is vetted for their background and current activity in the Estate Planning field. With a membership of around 300, and most members renewing year to year, there is ample opportunity to get to know the other players in the industry.



Admission to our evening networking / educational programs. The Council offers four evening programs per membership year which include a cocktail reception for networking, dinner, and presentation. These meetings also include an educational component and typically include continuing education credits for each of the disciplines represented in our Council.



Discounted Admission to Estate Planners Day. As a member you receive special pricing for our annual one-day educational meeting, Estate Planners Day. Traditionally held in May, Estate Planners Day offers a full day of educational programming with continuing education credits, an exhibitor hall full of companies with goods and services that will benefit your practice, and plenty of time for networking and socializing.



Admission to our other Members Only Events. In addition to the four meetings, the Council also offers a variety of other events, both education and social for our members. These typically include:

-Member Hosted Events. These events vary from breakfast, lunch, and cocktail receptions throughout the membership year. The Council offers these free to our members.

-Meet Up Happy Hours. Join the Welcoming Committee and Membership Committee as they invite members, and their guests, to enjoy non-sponsored networking gatherings at local restaurants.

-New Member Breakfast. The New Member Breakfast is an invitational event for members who have joined the Council within the past three years; prospective members, the Board of Directors, and Past Presidents are all invited to network and socialize. This event allows new members to become better acquainted with the Council Leadership and the organization as a whole.



Access to Members Only Resources. All of our members have a log in ID and password that gives them access to a number of EPCNYC website resources that are not available to the public. This includes:

-The Membership Directory. A full listing of our Active Members with their contact information.

-Presentation Archive. Each of the presentations and handouts that our speakers have provided to us are stored online for future reference. The Archive includes the presentations from our four evening programs and Estate Planners Day. 

-Member-Suggested Useful Resources. Want to know what our members are using to help them in their practices? This online resource library will get you started.
-Member Blog. Add articles, that you have written or that were written about you, for others to view. It is a great way to connect with other members and see what is going on with them!

-Job Postings. Help Job Seekers along their way to finding employment. If you are looking to post a job opening, email the information.

Member Benefits - NAEPC

In addition to the perks of local Council membership, EPCNYC's membership in the National Association of Estate Planners & Councils (NAEPC) provides our members with additional benefits. Below is a short list of the types of benefits offered to our members through the NAEPC. Visit the NAEPC Benefits page on their website for the full list.

  • Electronic Newsletter
  • Software
  • Educational Opportunities
  • Subscriptions and Publications
  • Discipline-Specific Information
  • Marketing and Website Design Services
  • Presentation Materials and Office Supplies
  • Programs and Services for Council Development
  • Other Benefits, Programs & Services
  • Complimentary Resources

NAEPC also offers monthly webinars and EPCNYC members can receive a discounted rate should they register. Please check out the EPCNYC events calendar to find out when these will be held.



 For more information regarding membership, please contact Caitlin Borger at 855.293.0784.

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