Welcome to the Central Arizona Estate Planning Council
Founded in the 1960s, the Central Arizona Estate Planning Council boasts a membership of approximately 200 professionals working in the greater Phoenix Arizona area, that specialize in legal, accounting, insurance, investment, trust and valuation professions, as well as representatives from various charitable organizations. The Council is committed to expanding estate planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating superior client service.
Our website is intended to help you find professionals in the estate planning field, informative articles, and other resources related to estate planning. For example, you are able search our member directory by name and/or business category, identify internal committees and connect with its Chair, find links to articles and other sites that can provide you with more information about estate planning. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.
The Central Arizona Estate Planning Council is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. For those professionals interested in learning more about the benefits associated with membership in our council, take the time to browse the member's benefit section of our website, and reach out to member's you may know professionally, or any of the Council's leadership.
The Council delivers resources and education to its membership and encourages the attainment of the Accredited Estate Planner® (AEP®) designation certification by qualified professionals. Click here for more information on becoming an AEP®
The Mission of the CAEPC is to strengthen the estate planning profession in the Phoenix area by:
- Providing high quality continuing education
- Sponsoring networking opportunities, and
- Fostering a multi-disciplinary approach to estate planning
The group is committed to the following principles:
- Integrity in professional lives
- Education as a continuing process
- Excellence in our work
- Career development, and
- Involvement in the profession, including participation in the National Association of Estate Planning Councils (NAEPC)
The Central Arizona Estate Planning Council Has Been Honored as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC)
The Central Arizona Estate Planning Council has been recognized as a 5 Star Council by the National Association of Estate Planners & Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program. This honor was created in 2015 to recognize estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.