Chicago Estate Planning Council

Name

Chicago Estate Planning Council

Legal name

Chicago Estate Planning Council

Website

https://cepcweb.org

Company type

Private

Founded year

1938

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Professional Membership Association Services

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Estate planning council
• Professional membership association
• Continuing education programs
• Multi-disciplinary networking
• Wealth planning advisory

Headquarters

HQ city

Chicago

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 approximately 700 professionals in the estate planning field. Specific dues amounts are not publicly disclosed on the website.
2. Sponsorships: Corporate sponsorships at multiple tiers (Diamond $10,000+, Ruby $5,500+, Platinum $4,400+, Double Gold $3,400+, Double Silver $2,200+, Gold $1,700+, Bronze $900+) provide revenue and fund educational programming, events, and organizational activities. Additional event sponsorships include Monthly Programs ($5,000), Workshop Programs ($1,700), Networking Events ($1,900), Diversity initiatives ($1,100), and Fundamentals Courses ($900).
3. Event Registration Fees: Revenue from member and non-member event registrations. National NAEPC events like the Estate Planners Forum charge $49 for members and $149 for non-members. Complimentary webinars are offered for members.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Chicago Estate Planning Council is a nonprofit multi-disciplinary membership association that delivers professional education, peer networking, and cross-disciplinary community-building services to approximately 700 estate planning professionals in the Chicago metropolitan area. Its core offerings are monthly educational luncheons and breakfast programs, workshops, webinars, an annual Fundamentals Course, the Emerging Leaders mentorship program, the Austin Fleming Distinguished Service Award, and member/public directories, all supported through membership dues, corporate sponsorships, and event registration fees.

Product overview

Chicago Estate Planning Council is a multi-disciplinary membership association founded in 1938 that supports the team concept of estate and wealth planning. The organization offers educational programming through monthly luncheons, breakfast sessions, workshops, webinars, and an annual Fundamentals Course. Key programs include the Emerging Leaders mentorship program (launched 2019), the Austin Fleming Distinguished Service Award, member and services directories, a document library, and a career opportunities board. The CEPC is affiliated with the National Association of Estate Planners & Councils (NAEPC) and facilitates approximately 700 members including attorneys, accountants, trust officers, wealth managers, financial planners, and insurance agents.

Differentiator

Problem solved

Functional benefit

Products and services

• CEPC Educational Events Program
• Emerging Leaders Program
• Austin Fleming Distinguished Service Award
• CEPC Member Directory
• CEPC Services Directory
• CEPC Document Library
• CEPC Career Opportunities Board

Quantifiable outcome

• Nearly 700 members as of 2026, one of the oldest and largest estate planning councils in the country
• +2 more outcomes

Named customers6 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

24 partnerships are on record, tiered flagship, core and minor.

• National Association of Estate Planners & Councils (NAEPC)flagshipStrategic or Co-development Partner · 1 January 1938CEPC is affiliated with the National Association of Estate Planners & Councils (NAEPC). This affiliation allows CEPC members to pursue the Accredited Estate Planner (AEP) designation, which requires membership in an affiliated local estate planning council. CEPC uses NAEPC's membership management platform (council.naepc.org), webinar hosting platform (Tradewing), and participates in NAEPC national events including the Estate Planners Forum and NAEPC webinars.
• Wintrust Private Trust CompanycoreGTM or Marketing PartnerDiamond Level Sponsor. Major financial sponsor of CEPC events and programs.
• Northern TrustcoreGTM or Marketing PartnerRuby Level Sponsor and frequent event sponsor. Northern Trust has been a long-standing sponsor of CEPC programs, workshops, and the Fundamentals Course.
• J.P. MorgancoreGTM or Marketing PartnerRuby Level Sponsor. Major financial sponsor of CEPC programs and events.
• Fifth Third BankcoreGTM or Marketing PartnerRuby Level Sponsor. Sponsors monthly programs and events.
• StoutcoreGTM or Marketing PartnerRuby Level Sponsor. Sponsors programs and workshops on estate planning topics.
• The Chicago Community TrustcoreGTM or Marketing PartnerRuby Level Sponsor. Community foundation supporting CEPC programs.
• Freeman's HindmancoreGTM or Marketing PartnerRuby Level Sponsor. Auction house providing estate valuation services and program sponsorship.
• Business Valuation GroupcoreGTM or Marketing PartnerRuby Level Sponsor. Business valuation firm sponsoring CEPC workshops and programs.
• The Leonard CompanycoreGTM or Marketing PartnerRuby Level Sponsor. Real estate services firm sponsoring CEPC events.
• AltaircoreGTM or Marketing PartnerRuby Level Sponsor. Wealth management/advisory firm sponsoring programs and the Annual Networking Breakfast.
• AndersenminorGTM or Marketing PartnerPlatinum Level Sponsor. Tax and advisory firm sponsoring programs.
• Wells FargominorGTM or Marketing PartnerPlatinum Level Sponsor. Financial services firm sponsoring programs.
• GreshamminorGTM or Marketing PartnerPlatinum Level Sponsor. Wealth management firm sponsoring programs.
• BNY MellonminorGTM or Marketing PartnerDouble Gold Level Sponsor. Wealth management firm sponsoring programs.
• HeirloomminorGTM or Marketing PartnerWebinar sponsor. Sponsors the Robert G. Alexander Webinar Series providing complimentary estate planning education on topics including trust administration and estate planning transactions.
• LastshelfminorGTM or Marketing PartnerWebinar sponsor. Sponsors complimentary webinar on P&C insurance market.
• University Club of ChicagominorOthersVenue for monthly in-person programs, luncheons, and the Austin Fleming Distinguished Service Award ceremony. Located at 76 East Monroe Street, 9th Floor Cathedral Room, Chicago, IL.
• Ravinia Green Country ClubminorOthersVenue for the annual CEPC golf, tennis, and pickleball outing. Located at 1200 Saunders Rd, Riverwoods, IL 60015.
• Tradewing (NAEPC Online Community)coreTechnology or IntegrationNAEPC's webinar and online community platform used for virtual event registration and attendance. Members must create an account to register for webinars.
• Brown Brothers Harriman & Co. (BBH)minorGTM or Marketing PartnerEmerging Leaders Program supporter. Supports the Diversity Committee's Emerging Leaders Program through sponsorship.
• TaftminorGTM or Marketing PartnerEmerging Leaders Program supporter. Law firm supporting the Emerging Leaders Program.
• Citrin CoopermanminorGTM or Marketing PartnerEmerging Leaders Program supporter. Accounting and advisory firm supporting the Emerging Leaders Program.
• Levenfeld PearlsteinminorGTM or Marketing PartnerEmerging Leaders Program supporter. Law firm supporting the Emerging Leaders Program.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• National Association of Estate Planners & Councils (NAEPC): The national umbrella organization for estate planning councils. CEPC is one of NAEPC's affiliated local councils, and NAEPC provides the AEP designation pathway, webinar platform (Tradewing), and national events that CEPC participates in; the two operate the same affiliation model and share member audiences.
• New York Estate Planning Council: One of the largest and longest-standing regional estate planning councils in the U.S., serving New York metro estate planning professionals. Directly comparable to CEPC in mission, multi-disciplinary membership model, and educational programming format.
• Los Angeles County Estate Planning Council: An affiliated local estate planning council serving LA-area attorneys, accountants, trust officers, and financial planners. Operates the same NAEPC-affiliated council model as CEPC with monthly luncheons, CE programming, and multi-disciplinary membership.
• Boston Estate Planning Council: A long-established NAEPC-affiliated regional estate planning council serving Boston-area professionals. Mirrors CEPC's structure of monthly educational meetings, multi-disciplinary membership, and networking events for estate planners.
• San Francisco Estate Planning Council: A regional NAEPC-affiliated council serving Bay Area estate planning professionals with monthly educational programming and networking. Directly comparable to CEPC in council structure, member composition, and program format.
• Houston Estate Planning Council: An affiliated NAEPC council serving Greater Houston estate planning professionals through monthly programs and multi-disciplinary membership. Operates the same affiliation and continuing education model as CEPC.
• Philadelphia Estate Planning Council: A regional NAEPC-affiliated council providing educational programming and networking for estate planning professionals in the Philadelphia area. Comparable structure to CEPC including monthly meetings and multi-disciplinary membership.
• Atlanta Estate Planning Council: An affiliated NAEPC council serving the Atlanta metro estate planning community with educational programs and networking events. Operates the same local-council model as CEPC and serves a comparable professional audience.

Broad incumbents

• American College of Trust and Estate Counsel (ACTEC): A national, invitation-only society of trust and estate attorneys. While ACTEC focuses exclusively on attorneys (vs. CEPC's multi-disciplinary focus) and operates at a national level, it serves many of the same individual professionals represented in CEPC's membership and is a leading authority in the estate planning community.
• Financial Planning Association (FPA): A national professional association for financial planners. While FPA is broader than estate planning and serves a wider planner audience, individual financial planners and wealth managers who are members of CEPC often also join FPA, making it an adjacent professional association with overlapping member personas.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chicago-estate-planning-council

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

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 Chicago Estate Planning Council