About Us


     The Charlotte Estate Planning Council focuses on estate planning education and keeping our members abreast of current developments. Our meetings feature knowledgeable speakers on topics of interest to our members, including changes to estate law, taxation, charitable giving, and financial planning.  Members actively participate at meetings and foster the exchange of ideas through open discussion. Membership provides you with the opportunity to:

  • Meet and network with other professionals in the estate planning field.
  • Network with nonprofit organizations and service providers in the community.


We meet bi-monthly year round from January - November.  However there are special events year-round so please check the events calendar.


We welcome guests and interested parties.   


CEPC is proudly an affiliated council of the National Association of Estate Planners & Councils.