About Us

Estate Planning Council of Central Texas is an interdisciplinary organization for professionals involved in estate planning.

Estate Planning Council of Central Texas strives to foster understanding of the proper relationship between the functions of the Financial Services Professional, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.

The members of the Council shall be persons actively engaged in the field of estate planning whose offices  are located in the Central Texas region, including but not limited to, Travis, Williamson, and Hays counties.

 
The members of EPCCT consist of:

  1. Attorneys licensed in the State of Texas.
  2. CPAs licensed in the State of Texas.
  3. Individuals certified as Chartered Life Underwriters (CLUs), Chartered Financial Consultants (ChFCs), Certified Financial Planner Practitioners (CFPs), or Chartered Financial Analysts (CFAs).
  4. Individuals employed as Trust Officers at banks or trust companies licensed in the State of Texas.
  5. Individuals who have retired while members of the Council.
  6. Others (first-come, first-served basis) not to exceed 10% of the total membership and fall under the following category:
    1. Any planned giving professional.
    2. Any executive of a non-profit corporation.
    3. Any employee, owner, member, partner, or shareholder of a business appraisal company or firm.
    4. Any educator, court employee (including judges), or governmental employee.
    5. Any employee, owner, member, partner, or shareholder of an organization that accepts court appointments as guardian of the person.
    6. Any Member previously admitted by vote of the Board for as long as such member pays annual dues. If any member previously admitted by the Board fails to pay dues before the second meetingof the following membership year, such individual must reapply and be reconsidered for membership pursuant to this policy.

Individuals who do not qualify under any of the delineated categories for automatic admittance as 'other' may be voted on by the Board.

Please refer to our bylaws for additional information on who is eligible for membership in the Estate Planning Council of Central Texas or feel free to contact us with any questions.

Member benefits include:

  • 6 pre-paid lunches, 1 dinner and up to 3 socials
  • 6 hours CLE offered
  • Informative speakers with top notch educational programming
  • Networking opportunities with access to colleagues of high caliber in the industry
  • Access the Members Only section of this website, including access to online council membership directory, events calendar, meeting registration, resource library, member portal and upcoming forums;
  • Membership in the National Association of Estate Planners and Councils which includes numerous resources and discounts through the National Association of Estate Planners and Councils (a listing of these can be found here)

Additional Membership Information:

  • Annual Dues: The 2023-2024 dues are $500 and must be paid before September 20.
  • Sponsors: If you don't qualify for membership or want to engage more with the members of EPCCT, become a sponsor.
  • Guest Fees: Guests may attend our meetings for $75. Eligible guests can attend twice before we ask them to join, if they qualify for membership.
  • Substitutions: Once a year only, if you are unable to attend a meeting you may send a guest who is eligible for membership for no additional guest fee.