Upcoming Events

Monday, July 1 The Tampa Bay Estate Planning Council Presents 2024-2025 Membership Renewal

Search for all upcoming and past event details in our Event Calendar

We believe
in Community

The Tampa Bay Estate Planning Council is comprised of a diverse group of estate planning professionals in our area. Our membership consists of attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, and valuation experts.

Learn About Becoming a Member

Journal of Estate
& Tax Planning

The Journal is one of the flagship benefits of membership. Each quarterly publication includes content from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information.

Read the Journal

Council Partners Make A Difference

Our Council Partners assist us in providing quality educational opportunities to our members and to promote collaboration between all the disciplines involved in estate planning.

Become A Council Partner


Members of the National Association of Estate Planners & Councils and members of affiliated local councils are entitled to purchase publications and software at discount prices.

Learn About NAEPC Benefits

Collaboration Leads
to Excellence

We believe the team concept of estate planning best serves the client. Everything we do builds upon this single principle. No two clients are alike, nor are their planning needs.

Guide to Teaming

Thanks to Our Council Partners

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