Baltimore Estate Planning Council

Name

Baltimore Estate Planning Council

Legal name

Baltimore Estate Planning Council

Website

https://baltimoreepc.org

Company type

Private

Founded year

1937

Operating status

Operating

Headcount range

101–250 employees

Short description

The Baltimore Estate Planning Council is a 501(c)(6) non-profit professional membership association founded in 1937, serving approximately 290 Baltimore-area estate planning professionals (attorneys, financial advisors, CPAs, trust officers) through monthly educational programming, networking events, and corporate-sponsor-supported programming.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Other Similar Organizations (except Business, Professional, Labor, and Political Organizations) (81399)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Association & Society Conference Management (Nonprofit, Professional Bodies) (THAHACAA)

Keywords

• Estate planning association
• Professional membership council
• Interdisciplinary networking
• Estate planning education
• Nonprofit professional society

Headquarters

HQ city

Davidsonville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: Annual membership dues fund the council's operations. Standard membership is $200 annually, with a $20 registration fee for social events. Members can prepay for all six breakfast programs during renewal for a reduced cost.
2. Corporate Sponsorships: Corporate sponsorships at multiple tiers provide significant revenue: Gold Sponsors pay $5,000, Annual Meeting/Special Event Sponsors pay $3,000, Social Event Sponsors pay $2,000, and Silver Sponsors pay $1,500. Sponsors receive website advertising, event recognition, complimentary guest passes, and display table access.
3. Emerging Planners Program: The Emerging Planners membership category charges $50 annually, with a $1,500 sponsorship available for companies targeting emerging professionals in the estate planning field.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

The Baltimore Estate Planning Council is a non-profit membership association that delivers an interdisciplinary professional community for estate planning practitioners in Maryland. Its core offerings consist of annual membership across nine classification categories, in-person educational breakfast programs featuring national speakers, an Emerging Planners early-career track, and tiered corporate sponsorship packages. Members gain access to networking events, a public member directory, NAEPC affiliation benefits, and exclusive resources such as Leimberg Information Services (LISI).

Product overview

The Baltimore Estate Planning Council is an interdisciplinary non-profit membership association for estate planning professionals. Rather than a unified software platform, the organization offers a portfolio of membership services including the core BEPC Membership Program providing networking and professional development for trust officers, attorneys, financial advisors, CPAs, and other estate planning professionals; BEPC Educational Programs featuring in-person breakfast meetings at Baltimore Country Club with national speakers; and the Emerging Planners Program for newer professionals. The organization also facilitates access to professional credentials including the Accredited Estate Planner (AEP) designation and Estate Planning Law Specialist (EPLS) certification through its parent organization NAEPC. Member benefits include access to the NAEPC Journal of Estate & Tax Planning and Leimberg Information Services (LISI) for legislative research. The organization does not offer a software product, API, or technology platform.

Differentiator

Problem solved

Functional benefit

Products and services

• BEPC Membership Program Annual interdisciplinary membership program for estate planning professionals in Maryland across nine classification categories (Trust Members, Financial Advisors, Attorneys, CPAs, Philanthropic Professionals, Valuation Members, Insurance Advisors, Allied Professionals, and Emerging Planners). Includes networking, educational programs, and professional development. Requires sponsorship by two existing members.
• BEPC Educational Programs In-person educational breakfast meetings held at Baltimore Country Club featuring national speakers on estate planning topics. Members are required to attend at least two programs annually. Six breakfast programs per year are offered, with live audio and slide streaming available.
• Emerging Planners Program Reduced-fee ($50 annually) sub-membership for estate planning professionals with generally less than ten years of experience. Includes attendance to one BEPC meeting, one educational event, all social events, and participation in a mentorship program. Limited to a 36-month membership period.
• Corporate Sponsorship Program Tiered corporate sponsorship program offering Gold ($5,000), Silver ($1,500), Annual Meeting/Special Event ($3,000), Social Event ($2,000), Emerging Planners Sponsor ($1,500), and Education and Outreach Committee Sponsor ($1,500) tiers. Sponsors receive website advertising, event recognition, complimentary guest passes, and display table access at council events.

Quantifiable outcome

• Members can earn AEP (Accredited Estate Planner) designation through NAEPC-affiliated council membership
• +1 more outcomes

Named customers5 records

Segments9 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core, primary and secondary.

• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development PartnerThe Baltimore Estate Planning Council is affiliated with NAEPC, the national organization for estate planning professionals. This affiliation allows BEPC members to earn the Accredited Estate Planner (AEP) designation and provides access to NAEPC webinars, the Journal of Estate & Tax Planning, and other national resources. NAEPC also provides the 5 Star Council award program that BEPC has achieved.
• Alex BrownprimaryGTM or Marketing PartnerGold sponsor of the Baltimore Estate Planning Council, providing financial support for educational programs.
• Baltimore Community FoundationprimaryGTM or Marketing PartnerGold sponsor supporting the council's educational mission and programs.
• Glenmede Trust CompanyprimaryGTM or Marketing PartnerGold sponsor providing support for estate planning education programs.
• Maller Wealth Advisors, Inc.primaryGTM or Marketing PartnerGold sponsor supporting council educational initiatives.
• PNC Private BankprimaryGTM or Marketing PartnerGold sponsor of the Baltimore Estate Planning Council.
• The Associated: Jewish Community Federation of BaltimoreprimaryGTM or Marketing PartnerGold sponsor supporting council programs and events. Several executives from The Associated serve in leadership roles within BEPC.
• Leimberg Information Services (LISI)secondaryStrategic or Co-development PartnerExclusive member benefit providing pre-paid access to LISI, a subscription service offering analysis of legislation, regulations, cases and rulings for financial service professionals.
• Baltimore Country ClubsecondaryOthersPrimary venue for all educational breakfast meetings and programs. Located at 4712 Club Rd, Baltimore, MD 21210.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Regional players

• Chicago Estate Planning Council: One of the largest NAEPC-affiliated local estate planning councils serving the Chicago metro. Structurally identical to BEPC — interdisciplinary membership of attorneys, CPAs, trust officers, and financial advisors — but operates in a different geography.
• Los Angeles Probate Court Estate Planning Council: NAEPC-affiliated local estate planning council serving the greater Los Angeles area. Same model of interdisciplinary membership and educational programming for estate planning professionals.
• Boston Estate Planning Council: NAEPC-affiliated local estate planning council serving the Boston area. Comparable in interdisciplinary membership, education program, and sponsorship tier structure to BEPC.
• Maryland State Bar Association — Estate Planning Section: Maryland statewide bar association that runs an Estate & Probate Law Section providing CLE and networking for Maryland attorneys. Comparable to BEPC in serving Maryland-based estate planning practitioners but is single-discipline (attorneys only) and offers broader bar membership beyond estate planning.
• Washington DC Estate Planning Council: NAEPC-affiliated local estate planning council serving the Washington DC metropolitan area. Nearest geographic peer to BEPC with the same council structure, dues model, and member discipline mix.
• New York Estate Planning Council: NAEPC-affiliated local estate planning council serving the New York metro area. Comparable to BEPC in mission, member segmentation, and programming, but operates in a much larger and denser professional market.
• Philadelphia Estate Planning Council: NAEPC-affiliated local council serving the Philadelphia region. Same member-discipline framework and educational programming model as BEPC. Closely comparable in scale and Mid-Atlantic positioning.

Broad incumbents

• National Association of Estate Planners & Councils (NAEPC): The national umbrella organization for affiliated local estate planning councils. Directly comparable to BEPC as the parent body that issues the AEP designation and the 5 Star Council Award that BEPC received in 2025; operates at national scale rather than regional.
• American College of Trust and Estate Counsel (ACTEC): Fellowship-based professional association for estate planning attorneys. Overlaps with BEPC's attorney membership but is a broader incumbent focused on a single discipline at the national level rather than local cross-discipline networking.
• Financial Planning Association (FPA): National membership organization for CFP-certified financial planners. BEPC's financial advisor members are a subset of the FPA's target audience; broader incumbent offering CPE and networking for the financial planning profession nationally.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/baltimoreepc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Baltimore Estate Planning Council