ESTATE & BUSINESS PLANNING COUNCIL OF HARTFORD

The Estate and Business Planning Council of Hartford was founded in 1967, when a group of forward thinking professionals came together around a shared conviction: that sound estate and business planning is never the work of one discipline alone. As tax laws grew more complex and the challenges of preserving and transferring wealth deepened, these early members, including attorneys, certified public accountants, trust officers, and chartered life underwriters, saw that clients were served best when specialists worked side by side. Out of that idea, a new specialty took shape, and the Council was born.

What began as an informal association became a formal one in 1980, when EBPC Hartford was incorporated as a Connecticut nonprofit. More than fifty years on, our purpose remains exactly what our founders intended: a carefully chosen community of qualified specialists, each an expert in their own field, working together in the best interest of the client and their family.

Part of a National Network

EBPC Hartford is a proud affiliate of the National Association of Estate Planners and Councils (NAEPC), the national body that has championed the team approach to estate planning since the early 1960s. Through our NAEPC affiliation, members gain access to national education and resources and become eligible to pursue the Accredited Estate Planner® (AEP®) designation. You can read more about the national movement's history on the NAEPC website.