Estate Planning Council of Rochester, NY

The Estate Planning Council of Rochester, NY is a respected nonprofit organization dedicated to advancing estate planning education and fostering collaboration among experienced professionals in insurance, banking, accounting, law practices, and financial planning within Rochester, New York, and the wider region. Established in 1934 and affiliated with the National Association of Estate Planners & Councils, we provide a vital network for estate planners to enhance their expertise, expand their client base, and deliver comprehensive, multidisciplinary solutions. Our membership comprises 200 established estate planning professionals committed to excellence, and we offer access to cutting-edge industry insights, collaborative opportunities, and exclusive educational events. By connecting professionals across diverse sectors – including investment solutions and estate planning – the Council empowers its members to elevate their practice and positively impact clients’ financial futures. We serve as a cornerstone for professional growth and credibility in the estate planning field, supporting both individual members and the broader community.