Estate Planning Council of New York City

What Estate Planning Council of New York City does

The Estate Planning Council of New York City (EPCNYC), legally Estate Planning Council of New York City Inc., is a private non-profit professional membership association incorporated in New York State on June 11, 1959. The organization serves approximately 250-300 active estate planning professionals in the NYC metro area, spanning attorneys, accountants, bankers, life insurance professionals, trust officers, and financial advisors, who are admitted to membership by Board of Directors vote. Its core products center on a vetted membership community delivering four evening networking and educational programs per membership year, 4-5 Lunch & Learn webinars, and an annual Estate Planners Day conference, with continuing education credits (NY CLE, NY CPE, NYS DFS, CFP, CTFA) issued across disciplines. Additional offerings include a members-only resource library with a presentation archive and membership directory, the member-produced 'Wealth Actually' podcast, and a multi-tier corporate sponsorship program (Platinum at $3,000+, Gold, Silver, Bronze).

EPCNYC generates revenue through four streams: individual membership dues ($400-$575/year across two pricing options), firm memberships at tiered pricing ($375-$600 per seat), event registration fees (higher for non-members), and corporate sponsorships from financial and professional services firms. Membership applications are processed through the website, with administrative operations outsourced to BV Events LLC serving as Administrative Director. Technology infrastructure is limited to off-the-shelf YourMembership.com association management software powering the member portal, event registration, and email marketing, with Facebook and LinkedIn social OAuth login for authentication. The Council is affiliated with the National Association of Estate Planners & Councils (NAEPC), which grants members access to AEP and EPLS professional designations, and in 2017 received the NAEPC Council of Excellence Award.

Name

Estate Planning Council of New York City

Legal name

Estate Planning Council of New York City Inc.

Website

https://epcnyc.com

Company type

Private

Founded year

1959

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Albany

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Individual Membership Dues: Individual membership fees of $400-$575 per year providing access to educational programs, networking events, and member resources. Two pricing options available: Option A at $575/year includes all four evening meetings; Option B at $400/year plus $100 per evening meeting.
2. Firm Membership Dues: Firm memberships at tiered pricing: first firm membership $600/year, second $450/year, third $425/year, additional at $375/year each. Allows firms to send one representative per event.
3. Event Registration Fees: Revenue from event attendance including evening programs, Lunch & Learn sessions, webinars, and Estate Planners Day conference. Non-member pricing is higher than member pricing.
4. Corporate Sponsorships: Sponsorship revenue from platinum, gold, silver, and bronze tier sponsors. Benefits include logo visibility, webinar opportunities, email blasts, event booth space, and complimentary event tickets.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels9 records

Core offering

The Estate Planning Council of New York City operates as a non-profit professional membership association that provides estate planning practitioners with educational programs, networking events, continuing education credits, and members-only resources. It serves attorneys, accountants, financial planners, insurance professionals, bankers, and fiduciaries working in the estate planning field in the New York City area, and acts as a local affiliate chapter within the broader National Association of Estate Planners & Councils (NAEPC) network.

Product overview

The Estate Planning Council of New York City operates as a professional membership association rather than a technology product company. Its core offerings center on membership programs (Individual at $400-$575/year and Firm at $600-$375/year), educational programming including four evening programs per year, Lunch & Learn webinars, and the annual Estate Planners Day conference. The organization provides members-only digital resources including a membership directory and presentation archive. Related offerings include the Wealth Actually podcast series and a corporate sponsorship program with Platinum, Gold, Silver, and Bronze tiers. The Council facilitates continuing education credits (CLE, CPE, CFP, CTFA) through its events and promotes professional development via NAEPC designation programs (AEP and EPLS). The association uses YourMembership.com as its membership management platform and offers Facebook/LinkedIn social login for member authentication.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Professional Membership Annual membership providing individual estate planning practitioners with access to the Council's educational programming, members-only resources, networking events, and continuing education credit opportunities.
• Firm Membership Firm-level membership tier that allows multiple professionals from the same firm to participate in Council programming under a single sponsoring membership arrangement.
• Evening Educational Programs Recurring in-person evening sessions delivering substantive continuing-education content on estate planning topics, intended for members and other estate planning professionals seeking credit and substantive learning.
• Lunch & Learn Webinars Live and on-demand webinar-format educational sessions delivered during the lunch hour, providing members and other practitioners with concise, topical continuing education content.
• Estate Planners Day (Annual Conference) Annual full-day conference hosted by the Council featuring substantive estate planning programming, expert speakers, and networking, typically underwritten by corporate sponsors and open to members and non-members.
• Wealth Actually Podcast Podcast published by the Council covering estate planning, wealth management, and related topics for the professional and broader listening audience.
• Corporate Sponsorship Program Annual corporate sponsorship program through which wealth-advisory firms and professional service providers underwrite Council programming in exchange for branding, visibility, and access to the membership audience.
• Members-Only Resources Members-only online resource library providing reference materials, tools, and substantive content for estate planning practitioners.
• NAEPC Designation Pathways Pathway for members to pursue estate planning designations through the Council's affiliation with the National Association of Estate Planners & Councils (NAEPC).

Named customers10 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development PartnerEPCNYC is a member council of NAEPC, a national organization focused on establishing and monitoring the highest professional and educational standards in estate planning. The partnership provides EPCNYC members with access to NAEPC benefits including software, educational opportunities, publications, designation programs (AEP, EPLS), and marketing services. NAEPC fosters public awareness of quality estate planning services and builds team approach across professional disciplines.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Society of Trust and Estate Practitioners (STEP): Global professional association for advisors working in the trust and estate planning field. Comparable to EPCNYC in its interdisciplinary membership model, continuing-education focus, and emphasis on bringing together attorneys, accountants, and trust professionals for estate planning collaboration.
• National Association of Estate Planners & Councils (NAEPC): National umbrella organization of which EPCNYC is an affiliated member council. NAEPC operates similar membership, education, and designation (AEP, EPLS) programs across affiliated local councils, making it the most direct functional peer for EPCNYC's association model.
• American College of Trust and Estate Counsel (ACTEC): Invited-only association of trust and estate attorneys. Comparable to EPCNYC as a curated, vetted professional membership organization focused on estate planning, though more narrowly restricted to attorneys and at a national rather than regional level.
• Estate Planning Council of Chicago: Regional estate planning council affiliated with NAEPC and operating under the same interdisciplinary membership model as EPCNYC. Most directly comparable as a peer local estate planning council serving a major U.S. metro.
• Estate Planning Council of Boston: NAEPC-affiliated regional estate planning council serving the Boston metro with a similar multi-disciplinary membership structure, educational programming, and event-based engagement model as EPCNYC.
• Estate Planning Council of Philadelphia: NAEPC-affiliated regional estate planning council operating in the Philadelphia metro. Closely mirrors EPCNYC's structure: interdisciplinary membership vetted by a board, evening programs, CE credits, and an annual estate planning conference.

Broad incumbents

• American Bar Association Real Property, Trust and Estate Law Section: Large national section of the ABA serving attorneys practicing in trust and estate law. Overlaps with EPCNYC in audience (estate planning attorneys) and continuing legal education programming, but operates as a broader, attorney-only organization.

Others

• WealthManagement.com (Informa): Industry media and events platform serving the wealth management and estate planning community. Adjacent to EPCNYC because it competes for the same audience's attention and CE/digital content consumption, though it is a media company rather than a membership association.

Regional players

• Estate Planning Council of Miami: NAEPC-affiliated regional council operating in the Miami/South Florida market. Comparable in membership model and educational programming to EPCNYC, but serving a different geography with a stronger Latin American wealth-planning focus.
• Estate Planning Council of Los Angeles: NAEPC-affiliated regional estate planning council in Southern California. Comparable structure and programming to EPCNYC, but serving a different metro and with overlapping member profiles in entertainment, tech, and HNW wealth management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/groups/8511736
• Xx.com/EPCNYCtweets

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Estate Planning Council of New York City