Estate Planning Council of Richmond Virginia (EPC-RV)

Description

The Estate Planning Council of Richmond, Virginia was founded in 1948 and is one of the oldest Councils in continuous operation. The original founders stated,

“The purpose of the Council shall be to promote the interests of the general public by developing among those engaged in the field of estate planning, including particularly life underwriters, trust officers, attorneys-at-law and certified public accountants, a better understanding of the services of each and through intelligent cooperation, to broaden the scope and usefulness of these several fields of endeavor.”

Since that time, membership has been expanded to include academic professionals, certified financial planners, and those representing charitable organizations and foundations. The Council’s charter provides for the proper balance of representations from each discipline involved in the estate planning process.

The Estate Planning Council of Richmond is an affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards.

Member benefits

NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.

A Parents Guide to Wills & Trusts by Don Silver
Maybe the most difficult part of estate/wealth management planning is motivating your clients to start and complete the process, whether it is a new plan or an update. The 2nd edition of A Parents Guide to Wills & Trusts by Don Silver can help motivate your clients to work with you to get their plan in order. You can use this book as a gift/incentive to encourage parent and grandparent clients to use your services, meet with you or come to a seminar. The book uses an easy-to-understand question-and-answer format with real-life scenarios to show how advance planning can avoid problems and save money. A Parents Guide is not a do-it-yourself book!

Acquire Seminar Marketing
Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations—accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Amicus Creative Media
Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firm’s online marketing success requires a quality website with content, tools and features.

Business Week Magazine
Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you will also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!

archable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!