Association of Black Estate Planning Professionals

What Association of Black Estate Planning Professionals does

The Association of Black Estate Planning Professionals, Inc. (ABEPP) is a 501(c)(3) nonprofit organization founded in 2017 and headquartered in the Washington, D.C. metropolitan area. It operates as a strategic alliance of asset-building and protection professionals, including estate planning, financial, and real estate experts, focused on addressing the racial wealth gap by providing culturally-tailored educational resources, webinars, and events to Black business professionals and families. ABEPP's primary mission is to equip African American professionals and households with the tools, knowledge, and professional network needed to build generational wealth, preserve assets, and address issues such as heirs' property and home loss.

ABEPP's offering surfaces are non-software: three downloadable PDF publications (The State of Black Wealth in America, Keeping It in the Family on heirs property, and a Brandeis University-sourced paper on the racial wealth gap), ongoing webinars and special events, and the annual Creating a Legacy Summit tied to Estate Planning Awareness Week. The underlying technology stack is the Wild Apricot membership management platform, which handles member enrollment, event registration, invoicing (with payments processed through LawPay via The Griffin Firm PLLC), and email communications. There is no proprietary software product, mobile application, or AI component.

ABEPP generates revenue through three streams: membership subscriptions (specific tiers and fees are not publicly disclosed), tax-deductible charitable donations enabled by its 501(c)(3) status, and event-related fees. The go-to-market model is community-led, relying on the website, blog content, webinars, and partnerships to acquire members and event attendees. The organization primarily serves two segments: Black business professionals and families (primary), and financial, estate planning, and real estate professionals who serve the Black community (secondary).

Name

Association of Black Estate Planning Professionals

Legal name

The Association of Black Estate Planning Professionals, Inc.

Website

https://abepp.org

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

ABEPP is a 501(c)(3) nonprofit strategic alliance founded in 2017 that educates Black professionals and families on estate planning, financial, and real estate wealth-building through publications, webinars, and the annual Creating a Legacy Summit.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Fees: The organization generates revenue through membership subscriptions with different member types and fee tiers. Members gain access to exclusive content, events, webinars, and networking opportunities.
2. Tax-Deductible Donations: As a 501(c)(3) tax-exempt nonprofit organization, ABEPP accepts tax-deductible charitable contributions from donors supporting Black wealth building and financial empowerment.
3. Event Fees: Revenue generated from hosting educational events including the Creating a Legacy Summit, Estate Planning Awareness Week, and other wealth building events.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

ABEPP is a nonprofit 501(c)(3) professional membership association that serves Black families and Black business professionals through estate planning and wealth-building education, member networking, an online member directory, downloadable educational resources, and recurring events such as the Creating a Legacy Summit and ongoing webinars/special events. Members gain access to curated content, community, and connections to culturally competent estate planning, financial, and real estate professionals.

Product overview

ABEPP is a nonprofit strategic alliance of asset-building and protection professionals providing educational tools, resources, and events for the Black community. The organization functions as a membership-driven network rather than a software product company. Its offerings include three downloadable PDF publications on Black wealth topics (The State of Black Wealth in America, Keeping It in the Family, and The Roots of the Widening Racial Wealth Gap sourced from Brandeis), the annual Creating a Legacy Summit, and ongoing webinars and special events — all delivered through a Wild Apricot-hosted membership platform. There are no standalone software products, modules, or SaaS offerings.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Provides educational resources and events for Black families to secure financial futures across generations

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Brandeis UniversityminorOthersABEPP provides educational resources from Brandeis University, specifically the publication 'The Roots of the Widening Racial Wealth Gap: Explaining the Black-White Economic Divide', as part of their educational materials for members and the community.
• Wild ApricotcoreTechnology or IntegrationWild Apricot provides the membership management software platform powering ABEPP's website, member portal, event management, email communications, and membership subscription handling.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Operation HOPE: Operation HOPE is a nonprofit focused on financial literacy and economic empowerment for underserved communities. Comparable to ABEPP in addressing wealth-building for Black and minority communities through education and partnerships.

Direct peers

• National Bar Association: The National Bar Association is the largest predominantly Black national bar association, with sections including real property, trust, and estate law. Directly comparable to ABEPP as a Black-focused professional legal association where members serve the Black community.
• National Association of Black Accountants: NABA is a professional membership association serving Black accounting and finance professionals, with a similar mission of advancing Black representation and economic empowerment in a financial profession. Closely comparable to ABEPP in target audience, community-led model, and educational programming.
• National Association of Estate Planners & Councils: NAEPC is a national professional association for estate planning professionals and local estate planning councils. Directly comparable to ABEPP in targeting estate planners, though ABEPP adds a Black-community-specific focus.

Others

• AARP Foundation: AARP Foundation operates financial resilience and wealth-building programs targeting older Americans and vulnerable populations. Comparable to ABEPP's mission of financial empowerment for underserved groups, but at significantly larger scale.
• National Urban League: The National Urban League is a major civil rights and economic empowerment organization with programming on Black wealth building. Comparable to ABEPP's community empowerment mission but at much larger scale and broader scope.

Broad incumbents

• American College of Trust and Estate Counsel: ACTEC is a prestigious, established professional society of trust and estate lawyers. Comparable to ABEPP in serving estate planning professionals, but with a much broader, mainstream, and credentialed membership base.
• Financial Planning Association: FPA is a large, established membership organization for CERTIFIED FINANCIAL PLANNER professionals and financial planners. Comparable as a broad incumbent serving financial planning practitioners with member services, networking, and events, though not identity-specific.
• CFP Board Center for Financial Planning: The CFP Board sets standards and certifies financial planners and operates initiatives to expand diversity in financial planning. Comparable to ABEPP in promoting professional financial planners and addressing diversity in the profession, though as a credentialing body rather than a membership community.
• National Association of Personal Financial Advisors: NAPFA is a professional association for fee-only financial advisors. Comparable to ABEPP in targeting financial planning professionals with member-driven education and networking, but without ABEPP's community-specific focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ABEPP.SOCIAL
• LinkedInlinkedin.com/company/association-of-black-estate-planning-professionals-inc

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 Association of Black Estate Planning Professionals