You won't want to miss our XXVIII Success Event.  This year we will be doing things a little different to make things even more tailored to our members.  Please see the details of the event and RSVP before October 11th!  Togethe we can make this event a great success!




Congratulations to Matthew Johnson on his AEP Designation!  Great job Matthew


Honoring our Past Presidents



The Estate Planning Council of Naples, Inc. was formally organized in 1972. It is a not-for-profit interdisciplinary organization of professionals involved in estate planning. Currently, the Council has 128 members that are represented by Estate and Taxation Attorneys, Certified Public Accountants, Trust Company Officers, Chartered Life Underwriters and Certified Financial Planners.

Officers and Directors

The stability of the Council which constitutes six officers and four directors, always maintains equal representation as there are two representatives from each discipline. Directors serve for a two year period but can be elected to serve a second two year term.

Objectives of the Council

  • To encourage its members to continually enhance their skills through continuing education.
  • To cultivate estate planning consciousness in the community.
  • To have its members focus on the ultimate goal of rendering superior professional service  to the community that we serve.
  • To have the professionals involved, share resources and expertise which brings together the best possible talents and capabilities to solve specific challenges and find solutions for clients.


Meetings are held in the months of November, January, March, May and September. Meetings include a social hour, dinner and a guest speaker. The Club at Pelican Bay is the meeting place and ocassionally another location. The social hour usually begins at 5:30 pm.

Special Events

In the month of October the Council holds its "Success Event." at The Club at Pelican Bay. This is a one half day program featuring a speaker of national renown. It includes a continental breakfast, lunch and afternoon golf for those who want to play.


Numerous members of the Council serve on the Board of Directors of local volunteer and non-profit organizations.



Estate Planning Council of Naples, Inc. 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.