The Estate Planning Council of Northeast Wisconsin

What The Estate Planning Council of Northeast Wisconsin does

The Estate Planning Council of Northeast Wisconsin (EPCNEW) is a regional, interdisciplinary professional membership association founded in January 1963 (originally as the Estate Planning Council of Green Bay, renamed in April 1996) and headquartered in Green Bay, Wisconsin. It serves approximately 70 credentialed estate planning professionals — including attorneys, CPAs, CFPs, ChFCs, CLUs, trust officers, and insurance professionals — by providing a forum for continuing education, interdisciplinary collaboration, and referral networking across Northeast Wisconsin. The organization is affiliated with the National Association of Estate Planners & Councils (NAEPC), and membership is a credentialing prerequisite for the Accredited Estate Planner (AEP) designation, which links the Council to a national professional certification pathway.

The Council's product surface is membership-centric rather than technology-centric. Core deliverables include: (1) annual membership ($80/year as of 2025) granting access to the Leimberg Information Services (LISI) database of cases, rulings, and legislation; (2) the NAEPC Journal of Estate & Tax Planning; (3) twice-yearly educational seminars conferring 4 CE credits each; (4) a searchable public member directory of ~70 professionals; (5) social events (annual meeting, golf scramble, holiday social); and (6) Wisconsin CE provider status (since May 1996). There is no proprietary technology stack; the digital presence is operated on the NAEPC platform (council.naepc.org), and no AI, API, or SDK offerings are present.

The business model is a dues-plus-event-fee model with sponsorship income. Annual membership at $80/member generates roughly $5–6K of recurring dues at current scale; incremental revenue comes from event pricing (golf scramble $85 members / $165 non-members; seminars $60) and event sponsorships ($300 golf sponsor tier; platinum and silver seminar sponsorship tiers from firms such as The Leonard Company, Hager Dewick & Zuengler, and Lake Edge Wealth Advisors). The organization is structured as a private nonprofit membership association with a volunteer Board of Directors, and growth is constrained by the regional credentialed-professional addressable market rather than by capital availability.

Name

The Estate Planning Council of Northeast Wisconsin

Legal name

The Estate Planning Council of Northeast Wisconsin

Website

https://epcnewi.org

Company type

Private

Founded year

1963

Operating status

Operating

Headcount range

11–50 employees

Short description

The Estate Planning Council of Northeast Wisconsin is a Green Bay-based, NAEPC-affiliated membership association of approximately 70 credentialed estate planning professionals — attorneys, CPAs, trust officers, and financial planners — delivering continuing education, referral networking, and AEP designation pathway access.

Ownership category

akta.pro rank

Product category

Professional Association / Estate Planning Member Services

NAICS

Business, Professional, Labor, Political, and Similar Organizations (8139), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600)

akta.pro industry

PRIMARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAANAE

Estate Administration & Probate Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAD

Estate & Probate Administration Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Professional membership association
• Estate planning education
• Continuing education seminars
• Interdisciplinary networking
• Accredited estate planner

Headquarters

HQ city

Green Bay

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. Membership Dues: Annual membership dues from estate planning professionals. Membership runs from January 1st through the end of the year, aligned with the annual meeting in January.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The Estate Planning Council of Northeast Wisconsin operates as a regional nonprofit professional membership association providing estate planning professionals—attorneys, CPAs, CFPs, trust officers, and insurance planners—with annual membership, interdisciplinary networking, continuing education seminars (offering 4 CE credits each), access to the Leimberg Information Services research database, and support for AEP and EPLS professional designations. Membership runs annually from January through December at $80 per year.

Product overview

The Estate Planning Council of Northeast Wisconsin is a membership-based professional organization, not a software product company. The organization provides a unified membership platform offering networking, education, and professional development for estate planning professionals. The core offering consists of annual membership with access to Leimberg Information Services database, the NAEPC Journal of Estate & Tax Planning subscription, educational seminars with continuing education credits, and support for professional designations (AEP and EPLS). Members also benefit from a searchable professional directory and various discounts through NAEPC value partners. The organization hosts regular events including annual meetings, spring/fall seminars, and golf outings.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Council Membership Annual professional membership providing networking, education, and professional development for credentialed estate planning professionals (attorneys, CPAs, CFPs, trust officers, insurance planners, financial advisors) in Northeast Wisconsin at $80/year.
• Educational Seminars and Events Spring and Fall educational seminars offering 4 continuing education credits each for attorneys, CPAs, CFPs, ChFCs, and insurance license holders, plus the annual meeting, golf outings, and social events.
• Member Directory Searchable public directory of over 70 qualified estate planning professionals in Northeast Wisconsin, searchable by name and discipline, supporting referrals between professionals and the public.
• Annual Golf Scramble and Dinner Annual fundraising and networking event combining a round of golf, cart, on-course refreshments, two cocktail drink tickets, and dinner; member pricing $85, non-member $165.

Quantifiable outcome

• 4 continuing education credits per seminar
• +1 more outcomes

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development PartnerThe Estate Planning Council of Northeast Wisconsin is affiliated with NAEPC, the national organization for estate planning councils. This affiliation enables members to pursue the Accredited Estate Planner (AEP®) designation and provides access to national resources, conferences, and the NAEPC Journal of Estate & Tax Planning.
• Leimberg Information Services (LISI)coreGTM or Marketing PartnerMembers of the Estate Planning Council of Northeast Wisconsin have unlimited access to LISI's database of cases, rulings, legislation, and analysis. LISI provides fast, frank analysis of proposed and recent legislation, regulations, and cases by industry experts.
• The Leonard CompanyminorGTM or Marketing Partner2026 Annual Meeting Platinum Sponsor. The Leonard Company provides estate distribution services including personal property appraisers, auctions, and estate concierge services.
• Hager, Dewick & Zuengler, S.C.minorGTM or Marketing Partner2026 Spring Seminar Silver Sponsor. Law firm specializing in estate planning and business law.
• Lake Edge Wealth AdvisorsminorGTM or Marketing Partner2026 Spring Seminar Silver Sponsor. Wealth management advisory firm.
• Greater Green Bay Community FoundationminorOthersHost organization for council mailing address at 400 S Washington St, Green Bay, WI.

Scale indicators4 records

Recent moves9 records

Expansion highlights4 records

Broad incumbents

• American College of Trust and Estate Counsel (ACTEC): National, invitation-only professional society of trust and estate attorneys. Comparable as a higher-tier professional community in the same estate planning field, with Fellows serving as referral and thought-leadency anchors within local markets.
• National Association of Estate Planners & Councils (NAEPC): National umbrella organization to which EPCNEW is affiliated. Provides the AEP/EPLS designation pathways, Journal subscription, value partners, and event platform infrastructure that local councils rely on. Most directly comparable as the governing body for the same professional estate planning community.

Regional players

• Milwaukee Estate Planning Council: Another Wisconsin-based NAEPC-affiliated regional estate planning council serving the Milwaukee metro. Direct comparator operating in the same state and competing for the same Wisconsin-resident practitioner members under EPCNEW's residency/practice requirement.

Direct peers

• Estate Planning Council of Greater Miami: Another NAEPC-affiliated regional estate planning council serving attorneys, CPAs, trust officers, and financial planners in a defined U.S. metro area. Operates the same membership, CE seminar, and directory model as EPCNEW.
• Chicago Estate Planning Council: Long-standing NAEPC-affiliated estate planning council serving the Chicago metro. Comparable organizational model and programming mix; useful benchmark for a larger-scale regional peer.
• Estate Planning Council of St. Louis: NAEPC-affiliated regional estate planning council with the same interdisciplinary professional membership focus and CE programming as EPCNEW. Direct comparator for member engagement and event-driven value delivery.
• Estate Planning Council of Dallas: NAEPC-affiliated regional estate planning council offering the same interdisciplinary membership, designation support, and continuing education programming. Useful comparable for sponsorship economics and event programming.
• Estate Planning Council of Cleveland: Regional NAEPC-affiliated estate planning council serving Northeast Ohio practitioners with annual meetings, CE seminars, and a member directory. Same organizational structure, scale range, and value proposition as EPCNEW.

Emerging players

• WealthCounsel: Member-based organization providing estate planning resources, training, and practice tools for attorneys. Comparable as a community/education ecosystem targeting the same estate planning professional persona, though operating nationally and with a technology-enabled delivery model.

Others

• Leimberg Information Services (LISI): Content and research provider whose database is offered to EPCNEW members through NAEPC. Indirectly comparable as a partner that supplies the analytical/research backbone for estate planning professionals, shaping how local councils package member value.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/epcnewi

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 The Estate Planning Council of Northeast Wisconsin