The Professionals in Estate Planning

The Philadelphia Estate Planning Council is one of the oldest and largest estate planning councils in the country.  We are a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction.

Our membership includes over 700 attorneys, accountants, trust administrators, financial planners, insurance agents, investment advisors, appraisers and planned giving professionals throughout the Greater Philadelphia area. 

Industry Newsletter Membership Directory
New Members

Bob Hart
Bernstein Private Wealth Management

Mark Hasenauer
TD Wealth Private Client Group

Shane Johnson
Perspective Financial Group, LLC

Nego Pile
Intervention Associates

Calendar more

November 2016 Luncheon Program


Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP


Phone: (215) 486-6215
Fax: (856) 727-9504