About Us

The Essex County Estate Planning Council is a group of estate planning, wealth management and other affiliated professionals from the North Shore of Massachusetts and Southern New Hampshire that gather monthly to network and learn from regional experts in estate planning. We provide educational and networking opportunities that aim to build and strengthen relationships among its members and promote the sharing of ideas and strategies in a collegial and cooperative atmosphere. 

The purpose of the Essex County Estate Planning Council is:

  • To promote cooperative efforts in the fields of estate and business planning among the professions and business enterprises represented by its members, always keeping in mind the interest of their clients;
  • To engage in study, discussions, meetings and additional activities that will continuously improve their combined services;
  • To promote respect and understanding of the relationships between the professions and business enterprises of its members;
  • To advance public knowledge of the concept of estate and business planning.