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To All Our Valued CAEPC Members, Sponsors and Guests,
Given the recent developments surrounding COVID-19 and the Governor’s “Stay-At-Home” initiative, we regretfully must cancel all CAEPC events through the end of this season.  This includes our Spring Social event in April and our final Dinner Meeting in May.  The health, safety, and well-being of our members, their families, and all of the people around us are top priority.
Registration for next season will begin this summer.  Please look for updates in your email.  You can also check for updates, registration and next season’s calendar of events. Several speaker favorites will be back by popular demand. We are still securing sponsors for next season.  Please email if you are interested in more information about sponsorship and availability.
Unfortunately, we will not have an opportunity to give you all the proper season farewell’s. We wish everyone a safe and healthy few months and look forward to seeing everyone’s smiling faces in the fall.  Please reach out to if you have any questions, concerns, or if there is anything we can do to support you.
Remy Carpenter
CAEPC President 2019-2020

Welcome to the Central Arizona Estate Planning Council

We are a multi-professional group 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 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 was founded in the 1960’s and has been honored as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC)

You can find out more about it Here. You can also read the entire Press Release Here.

Our website is intended to help you find professionals in the estate planning field, informative articles, and other resources related to estate planning. 

CAEPC Members receive complimentary access to Leimberg Information Services, Inc.!

Exclusive benefit for members only!
Members of the Central Arizona Estate Planning Council have unlimited access to Leimberg Information Services' (LISI) huge database of cases, rulings, legislation, and much more.  LISI provides fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts and is home to a very powerful engine that allows members to create customized searches and find information quickly and easily.  Want to learn how to get the most out of your LISI Subscription  Watch the LISI Tutorial

Access Leimberg Information Services now!

Central Arizona 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.