philadelphia Estate Planning Council

What philadelphia Estate Planning Council does

The Philadelphia Estate Planning Council (PEPC) is a nonprofit professional membership organization founded in 1941 and headquartered in Moorestown, New Jersey, serving the Greater Philadelphia and Delaware Valley regions. It is one of the oldest and largest estate planning councils in the United States, with a membership of over 700 professionals spanning eight disciplines: attorneys, accountants, trust administrators, financial planners, insurance agents, investment advisors, appraisers, and planned giving professionals. PEPC's core mission is to provide interdisciplinary networking, professional development, and educational programming for practitioners involved in estate planning.

PEPC operates as a regional chapter within the National Association of Estate Planning Councils (NAEPC), from which it draws national reach and shared resources. Its product portfolio consists of three-tier annual memberships (Regular Council Member at $175, Graduate Student at $50, Retired at $75), recurring educational and social events including the 29th Annual Golf, Tennis and Yoga Outing, a Pickleball Outing and Happy Hour, welcome and holiday events, quarterly newsletters (legacy print through 2022 and a digital newsletter), a Career Center job board populated by regional employers such as JP Morgan Trust Company of Delaware and Haverford Trust Company, a sponsorship program with tiered fees ranging from $350 to $1,250, and the annual Distinguished Estate Planner Award.

The organization runs on Wild Apricot membership management software and does not offer a distinct technology product. Revenue is generated through membership dues and event sponsorships, with no disclosed financials, no institutional investment, and no M&A activity. Leadership consists of an Executive Director (Denise Downing, CAE, CMP), a Board of Directors, and committee chairs, operating with a small staff footprint.

Name

philadelphia Estate Planning Council

Legal name

Philadelphia Estate Planning Council

Website

https://philaepc.org

Company type

Private

Founded year

1941

Operating status

Operating

Headcount range

501–1,000 employees

Short description

The Philadelphia Estate Planning Council is a nonprofit professional membership organization founded in 1941, serving over 700 estate planning professionals across eight disciplines in the Greater Philadelphia area through memberships, networking events, educational programming, and a Career Center.

Ownership category

akta.pro rank

Product category

Professional Membership Organization

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

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

Keywords

• Estate planning council
• Professional membership organization
• Networking events
• Estate planning education
• Professional development

Headquarters

HQ city

Moorestown

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, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees from estate planning professionals including attorneys, accountants, trust administrators, financial planners, insurance agents, investment advisors, appraisers and planned giving professionals. Three membership tiers available.

Pricing tiers

Distribution channels3 records

Marketing channels5 records

Core offering

The Philadelphia Estate Planning Council is a nonprofit professional membership organization that provides estate planning professionals with opportunities to enhance their skills and expand their network through interdisciplinary programs, events, newsletters, a career center, and recognition awards. It offers three membership tiers (Regular Council Member $175/year, Graduate Student $50/year, Retired $75/year) to attorneys, accountants, trust administrators, financial planners, insurance agents, investment advisors, appraisers, and planned giving professionals in the Greater Philadelphia area.

Product overview

The Philadelphia Estate Planning Council is a professional membership organization (not a technology company) offering membership programs for estate planning professionals, educational events and networking programs, quarterly newsletter publications, a career center for job postings, sponsorship opportunities, and annual awards recognition. The organization is built on Wild Apricot membership management software and does not offer a distinct technology product.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles1 record

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.

• Platinum Sponsors (2025-2026)minorGTM or Marketing Partner · 13 July 2026Multiple organizations sponsor the council's annual events and programs. Sponsorship tiers include Event Sponsor ($1,250), Hole Sponsor ($350), Drink Station Sponsor ($350), Tennis Sponsor ($350), Yoga Sponsor ($350), with varying benefits including logo placement, verbal recognition, and website links.
• National Association of Estate Planning Councils (NAEPC)coreStrategic or Co-development PartnerAffiliation with NAEPC provides national reach and resources for estate planning professionals. The council participates in NAEPC engagement committees and shares content through newsletters. PEPC represents the Philadelphia chapter in this national organization of estate planning councils.

Scale indicators5 records

Recent moves5 records

Expansion highlights3 records

Regional players

• New York City Estate Planning Council: Regional estate planning council serving NYC metro professionals; closely comparable to PEPC in offering interdisciplinary estate planning networking, education, and member events within a defined U.S. metro area.
• South Florida Estate Planning Council: Regional estate planning council serving South Florida professionals with interdisciplinary membership and educational programs; a close structural analogue to PEPC serving a different geographic U.S. market.
• Pennsylvania Bar Association - Real Property, Probate and Trust Law Section: State bar section providing estate planning CLE, publications, and networking for Pennsylvania attorneys; serves an overlapping audience with PEPC in the same Pennsylvania geography, but as a bar-association section rather than a multi-disciplinary council.
• Chicago Estate Planning Council: Regional estate planning council serving Chicago-area attorneys, accountants, and financial professionals; directly comparable to PEPC in mission, membership structure, and programming model, but serving a different U.S. metro.

Broad incumbents

• Trusts & Estates (Summit Business Media / SourceMedia): Long-running trade publication and conference brand for estate planning, trust, and wealth management professionals; overlaps with PEPC's content and event programming for the same audience, but operates nationally as a media business.
• American College of Trust and Estate Counsel (ACTEC): National, invitation-only organization of trust and estate lawyers; broader incumbent serving a similar estate planning professional audience with educational programs, but with a national scope and a more narrowly legal membership focus than PEPC.
• Estate Planning & Community Property Law Section (State Bar of Texas): Bar-association section providing CLE, networking, and publications for estate planning attorneys in Texas; comparable to PEPC's educational and member-engagement function, but embedded within a broader legal association rather than a standalone interdisciplinary council.
• WealthManagement.com / Informa Financial Sciences: Large digital media and events platform serving financial advisors, estate planners, and wealth managers; overlaps with PEPC's mission of providing estate planning education and networking, but at a national, multi-channel scale.

Emerging players

• Heckerling Institute on Estate Planning: Premier annual estate planning conference and educational institute run by the University of Miami Law School; serves the same estate planning professional audience as PEPC, but as a specialized event-driven education provider rather than a regional membership organization.

Others

• National Association of Estate Planning Councils (NAEPC): National umbrella organization that PEPC is affiliated with; comparable as a fellow estate planning council body serving the same multi-disciplinary professional community across the U.S.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/philadelphia-estate-planning-council
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 philadelphia Estate Planning Council