Financial and Estate Planning Council of Metropolitan Detroit Welcomes You

 

The Financial and Estate Planning Council of Metropolitan Detroit helps credentialed professionals better serve their clients by building trusted relationships with multi-disciplinary professionals and providing quality and current programming related to the profession of estate planning. Unlike similar associations, the Financial and Estate Planning Council of Metropolitan Detroit provides a truly multi-disciplinary environment where members cultivate a team of professionals with whom to advance through the entirety of their careers. This success is demonstrated by the longevity and breadth of the Estate Planning Council community, as well as the tenure of the members of the Financial and Estate Planning Council of Metropolitan Detroit. We admit to membership attorneys, trust officers, accountants, credentialed insurance and financial advisors, planned giving professionals, as well as allied professionals.

The Financial and Estate Planning Council of Metropolitan Detroit is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and education standards.

We are pleased to announce that the Financial and Estate Planning Council of Metropolitan Detroit was named the 2023 Council of Excellence in the large council category by the National Association of Estate Planners & Councils. The Financial and Estate Planning Council of Metropolitan Detroit has been named as an award recipient for 7 years in a row! The Council of Excellence Award recognizes councils that are successful in their efforts to provide a strong multi-disciplinary council for their members. These councils truly work to grow their programs and services and provide an exceptional member experience. Award recipients are recognized as the best of the best in the country.

 

Financial and Estate Planning Council of Metro Detroit, 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.