Boston Estate Planning Council

What Boston Estate Planning Council does

Boston Estate Planning Council (BEPC) is a 501(c)-style non-profit professional membership association founded in 1930, serving approximately 700 estate planning professionals in the Greater Boston area. Its members include attorneys, accountants, bank and trust officers, wealth managers, financial planners, insurance agents, appraisers, and planned giving specialists, and it operates as an active affiliate of the National Association of Estate Planners & Councils (NAEPC). BEPC has received the NAEPC Council of Excellence Award in 2015, 2016, 2017, 2022, 2023, 2024, and 2025, plus Five-Star Council recognition in 2018, 2019, and 2020.

BEPC's core products are its tiered membership program ($350 Full/Associate, $175 Junior Associate annual dues), a year-round calendar of educational seminars, webinars, roundtables, and signature events (the Annual Gala in May at Boston Marriott Copley Place and the Summer Invitational at Concord Country Club), and its Financial Literacy Program launched in Spring 2022 to provide volunteer-led financial education to underserved populations through partnerships with Suffolk House of Corrections, Tailored for Success, and Women's Money Matters. The organization also administers the BEPC Excellence Award and President's Award and facilitates AEP designation nominations through NAEPC.

BEPC generates revenue primarily through recurring membership dues, tiered corporate sponsorships (Silver $3,500 through Diamond $15,000), event registration fees, and educational program fees. Distribution runs through direct membership sales via bepc.org and an event registration platform, with members accessing benefits through a YourMembership.com-powered member portal offering forums, a career center, and resource archives. Operating with a lean staff of 1-10 employees under an executive director and over 100 volunteer committee members, BEPC covers its costs through its member-funded and sponsorship-funded association model and does not disclose financial figures publicly.

Name

Boston Estate Planning Council

Legal name

Boston Estate Planning Council

Website

https://bepc.org

Company type

Private

Founded year

1930

Operating status

Operating

Headcount range

1–10 employees

Short description

Boston Estate Planning Council is a 1930-founded nonprofit professional association serving approximately 700 estate planning professionals (attorneys, accountants, wealth managers, financial planners) across Greater Boston through tiered memberships, educational programs, networking events, and a Financial Literacy Program.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning services
• Professional association
• Continuing education
• Estate planning council
• Professional membership

Headquarters

HQ city

Westford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: Annual membership dues from Full Membership ($350), Associate Membership ($350), and Junior Associate Membership ($175). Additional revenue from event fees, educational seminars, and corporate sponsorships.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Boston Estate Planning Council is a non-profit professional association that provides membership, continuing education, and networking programs to estate planning professionals in the Greater Boston region. It serves attorneys, accountants, financial advisors, and trust officers through educational events, multi-disciplinary collaboration, and professional development resources.

Product overview

Boston Estate Planning Council operates as a professional membership organization offering a portfolio of services centered on professional development, networking, and community engagement for estate planning professionals. The core offering is BEPC Membership ($175-$350/year tiers) providing access to educational events, forums, career center, and member directory. Key event products include the Annual Gala (May), Summer Invitational (July), Exchange Series seminars, and various webinars/roundtables. The organization provides community service through its Financial Literacy Program and offers professional recognition through the Excellence Award and President's Award. Sponsorship programs enable corporate partners to engage with approximately 700 estate planning professionals. All services are accessed through the YourMembership.com-powered member portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Membership
• Continuing Education Programs & Seminars
• Networking Events & Member Meetings

Quantifiable outcome

• Awarded Council of Excellence Award by NAEPC for seven years (2015, 2016, 2017, 2022, 2023, 2024, 2025)
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Seven partnerships are on record, tiered major, core and secondary.

• Women's Money MattersmajorStrategic or Co-development Partner · 1 January 2026BEPC announced a new partnership with Women's Money Matters, a nonprofit organization. Through this partnership, BEPC members have opportunities to volunteer their time teaching financial literacy topics to underserved populations in the Boston area as part of BEPC's Financial Literacy Program.
• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development Partner · 27 August 2025BEPC is an active affiliate of NAEPC, the leading professional organization for estate planners. This partnership provides members access to NAEPC resources, the Journal of Estate & Tax Planning, AEP designation programs, national webinars, the Robert G. Alexander Webinar Series, and the Annual Estate Planners Forum. BEPC was honored with the Council of Excellence Award by NAEPC.
• Suffolk House of Corrections (SHOC)majorStrategic or Co-development Partner · 1 January 2022BEPC's Financial Literacy Program partners with Suffolk House of Corrections to deliver a series of four courses on fundamental financial literacy topics to incarcerated individuals, offering in-person volunteer opportunities for BEPC members.
• Tailored for SuccessmajorStrategic or Co-development PartnerBEPC's Financial Literacy Program partners with Tailored for Success to provide virtual volunteer opportunities for BEPC members to teach financial literacy topics to underserved populations.
• FPA New EnglandsecondaryGTM or Marketing PartnerBEPC collaborates with FPA New England on cross-industry networking events such as the NexGen Cross-Industry Networking Event, bringing together financial planners, estate planners, tax accountants, and attorneys for professional networking.
• MassCPAssecondaryGTM or Marketing PartnerBEPC collaborates with MassCPAs on The Exchange Series educational seminars, providing cross-disciplinary learning opportunities for estate planning professionals and accountants.
• CFA Society BostonsecondaryGTM or Marketing PartnerBEPC collaborates with CFA Society Boston on The Exchange Series educational seminars, providing cross-disciplinary learning opportunities for estate planning professionals and investment professionals.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• American College of Trust and Estate Counsel (ACTEC): National, invitation-only professional society of trust and estate attorneys. Overlaps with BEPC's attorney population at a higher and more specialized level; serves a subset of BEPC's membership pool. Comparable professional association structure for estate planning practitioners but at a higher credentialing bar and with no regional model.
• Society of Trust and Estate Practitioners (STEP): Global professional body for trust and estate practitioners with US chapters. Adjacent to BEPC's multi-disciplinary mission but focused primarily on the trust/estate practitioner population and operated internationally. Comparable professional association model with membership tiers and global programming.

Direct peers

• Estate Planning Council of Seattle: NAEPC-affiliated regional estate planning council serving the Pacific Northwest. Operates the same dues-funded, volunteer-driven model with educational programming and member mix spanning legal, financial, insurance, and tax professionals. Comparable membership size category.
• Estate Planning Council of New York City: NAEPC-affiliated regional estate planning council serving the NYC metro area. Operates identical multi-disciplinary membership model (attorneys, accountants, wealth managers, insurance professionals) with annual dues, monthly educational programming, and corporate sponsorships. Sister council to BEPC under NAEPC umbrella.
• San Francisco Estate Planning Council: NAEPC-affiliated regional estate planning council serving the San Francisco Bay Area. Multi-disciplinary membership association with analogous programming categories (Legal, Tax, Financial, Insurance, Philanthropy) and annual recognition by NAEPC. Closest peer to BEPC in terms of scale and program structure.
• National Association of Estate Planners & Councils (NAEPC): National umbrella organization of which BEPC is an active affiliate. Operates the same council-membership model at the national level, oversees the AEP designation program, and runs the Council of Excellence Award that BEPC has won. Directly comparable professional association business model serving estate planners.
• Chicago Estate Planning Council: NAEPC-affiliated regional estate planning council serving the Chicago metropolitan area. Has also received Council of Excellence recognition from NAEPC. Directly comparable structure with annual dues, monthly seminars, signature events, and corporate sponsorship tiers—sister regional council model.

Regional players

• CFA Society Boston: Regional professional association for CFA charterholders and investment professionals in Greater Boston. Active BEPC partner on the Exchange Series educational seminars. Highly comparable professional association business model serving financial professionals in the same geography—only the underlying professional discipline differs.
• Massachusetts Society of CPAs (MassCPAs): Statewide professional association for CPAs in Massachusetts. Active BEPC partner on The Exchange Series educational programming. Highly comparable professional association business model serving accounting professionals in the same geographic region—a natural peer through the multi-disciplinary estate planning lens.
• FPA New England (Financial Planning Association): Regional chapter of the Financial Planning Association serving financial planners in New England. Cross-promotion partner via the NexGen Cross-Industry Networking Event. Operates the same membership-association model and serves an overlapping professional population of wealth managers and financial planners in the Greater Boston area.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/boston-estate-planning-council-bepc-

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Boston Estate Planning Council