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

Christopher Jud
Marcum LLP

William McGrory
Global Insurance Solutions Group

Edward Plachter
Morgan Stanley

 Bonnie Richards
UBS Wealth Management

 Karen Robinson
Geneva Global

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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