Estate Planning Council of Montgomery County, Maryland

What Estate Planning Council of Montgomery County, Maryland does

The Estate Planning Council of Montgomery County, Maryland, Inc. is a private, nonprofit 501(c)(6) professional membership association serving 87 estate planning practitioners across six disciplines: Accounting, Financial Planning, Insurance, Legal, Trust Services, and Valuations. Incorporated in Maryland and operating with no physical office (mailing address at PO Box 114, Maugansville, MD), the Council is affiliated with the National Association of Estate Planners & Councils (NAEPC), enabling members to pursue the Accredited Estate Planner (AEP) designation. Its mission is to facilitate interdisciplinary collaboration, continuing education on evolving tax and estate planning law, and professional networking among practitioners who serve clients in the affluent Montgomery County, Maryland market.

The Council's core offerings include a searchable member directory, recurring membership meetings and educational events (held at venues including Kenwood Country Club in Bethesda), joint programming with neighboring Washington D.C., Northern Virginia, Howard County, and Baltimore councils, networking happy hours, and access to the NAEPC Journal of Estate & Tax Planning and the Robert G. Alexander Webinar Series. Its underlying technology is a website-based platform (epcmoco.org) handling membership management, event registration, profile administration, and a LinkedIn group for digital community engagement. A Community Outreach Committee coordinates member volunteer activity with Manna Food Center and Bethesda Cares.

The revenue model combines annual membership dues ($300 for Active Members, $150 for Associates, both with a 3% credit card surcharge), pay-as-you-go event registration fees ranging from $30 to $80 depending on member/guest status, and corporate sponsorships including Signature Sponsorships from Tucker & Meltzer Business Valuations and Vintage Financial Partners, plus Event Sponsorships from entities such as Atlantic Union Bank Wealth Management. Membership renewals occur annually with a September 30 deadline for the 2026-2027 program year.

Name

Estate Planning Council of Montgomery County, Maryland

Legal name

EPC of Montgomery County Maryland, Inc.

Website

https://epcmoco.org

Company type

Private

Operating status

Operating

Short description

The Estate Planning Council of Montgomery County, Maryland is a 501(c)(6) nonprofit membership association serving 87 estate planning professionals across six disciplines in the Montgomery County, Maryland region. It provides continuing education, networking events, and a member directory, and is affiliated with NAEPC for AEP designation access.

Ownership category

akta.pro rank

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Others, Personnel

Revenue model

1. Membership Dues: Annual membership fees collected from professionals in estate planning disciplines. Two membership categories are offered: Active (Full) Membership at $300/year paid by check or $309/year by credit card, and Associate Membership for practitioners with one year post-designation experience at $150/year or $154.50 by credit card.
2. Event Registration Fees: Revenue generated from event participation including membership meetings, joint council breakfasts, and networking happy hours. Fees vary by event type.
3. Sponsorships: Corporate sponsorship revenue from Signature Sponsors and Event Sponsors. The Council maintains a sponsorship program with multiple tiers.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

The Estate Planning Council of Montgomery County, Maryland is an interdisciplinary membership organization for estate planning professionals across six disciplines (Accounting, Financial Planning, Insurance, Legal, Trust Services, and Valuations). It sells annual memberships ($300 Active, $150 Associate) and recurring educational/networking events (meetings, joint council breakfasts, happy hours), providing multidisciplinary networking, continuing education, and a pathway to the AEP designation through its NAEPC affiliation.

Product overview

The Estate Planning Council of Montgomery County, Maryland is a membership association providing a structured platform for estate planning professionals to network, learn, and collaborate. The organization offers membership in an interdisciplinary community spanning six estate planning disciplines, hosts educational programs and events throughout the year, maintains a member directory for professional referrals, and provides access to the NAEPC Journal of Estate & Tax Planning. Members can pursue the Accredited Estate Planner (AEP) designation through NAEPC affiliation and participate in complimentary webinars through the Robert G. Alexander Webinar Series. The council also engages in community outreach through its designated committee, connecting members with local charitable organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Active (Full) Membership

Quantifiable outcome

• 87 members across six disciplines with searchable member directory
• +1 more outcomes

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

Partnerships

Nine partnerships are on record, tiered core and minor.

• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development PartnerThe Council is affiliated with NAEPC, and membership in an affiliated local estate planning council fulfills the requirement for obtaining the Accredited Estate Planner® (AEP®) designation. This affiliation provides members access to professional credentials and national resources.
• Tucker & Meltzer Business ValuationscoreGTM or Marketing PartnerSignature Sponsor of the Council. Represented by Jenifer Flynn, Anne Meltzer. Sponsors support Council events and activities.
• Vintage Financial PartnerscoreGTM or Marketing PartnerSignature Sponsor of the Council. Represented by Jordan Kraus, CFP®.
• Atlantic Union Bank Wealth ManagementminorGTM or Marketing PartnerEvent Sponsor supporting Council events and programs.
• Northern Virginia Estate Planning CouncilminorStrategic or Co-development PartnerRegional partner council with linked resources. Council members can network with neighboring jurisdictions.
• Washington, D.C. Estate Planning CouncilminorStrategic or Co-development PartnerJoint Council events held with the Washington D.C. council including breakfast programs and legislative updates.
• NAEPC Journal of Estate & Tax PlanningminorOthersMembers of NAEPC and affiliated local councils access discounts on benefits, programs and services through member benefit providers.
• Manna Food CenterminorOthersMontgomery County safety-net organization supported by the Council's Community Outreach Committee. Council members contribute food donations.
• Bethesda CaresminorOthersMontgomery County organization serving unhoused individuals, supported by Council member donations of socks and food.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• National Association of Estate Planners & Councils (NAEPC): The national umbrella organization to which EPCMOCO is affiliated. Operates as the parent/credentialing body providing the AEP designation, member portal infrastructure, and the Journal of Estate & Tax Planning used by local council members.
• American Bar Association Section of Real Property, Trust and Estate Law: National ABA section dedicated to trust and estate law, overlapping EPCMOCO's Legal discipline members. It offers similar CLE programming, publications, and networking for estate planning attorneys at a national scale.
• American Institute of Certified Public Accountants (AICPA): National membership organization for CPAs, directly relevant to EPCMOCO's Accounting member discipline. It provides a parallel model of state chapters, credentialing (PFS), and continuing education that EPCMOCO members in the Accounting discipline also use.
• Financial Planning Association (FPA): National membership organization for financial planners, overlapping EPCMOCO's Financial Planning and Insurance disciplines. Comparable as a multi-chapter professional association providing local chapter programming, credentialing support, and continuing education.
• American College of Trust and Estate Counsel (ACTEC): National professional association of trust and estate lawyers. Comparable to EPCMOCO as a higher-status, attorney-focused estate planning professional body, though ACTEC operates nationally with fellowship requirements rather than local council meetings.

Direct peers

• Washington, D.C. Estate Planning Council: NAEPC-affiliated local council in Washington, D.C. that EPCMOCO partners with for joint breakfasts and legislative updates. It mirrors EPCMOCO's structure, pricing model, and interdisciplinary mission in an adjacent jurisdiction.
• Northern Virginia Estate Planning Council: NAEPC-affiliated local estate planning council in Northern Virginia that already co-hosts joint events with EPCMOCO. It serves the same six estate planning disciplines in an immediately adjacent geography and operates on the same membership-meeting model.
• Baltimore Estate Planning Council: Another NAEPC-affiliated Maryland council in EPCMOCO's joint-event network, serving the same six disciplines with the same membership and educational programming model.
• Howard County Estate Planning Council: NAEPC-affiliated Maryland council referenced as a joint-event partner. It targets the same multidisciplinary estate planning audience under the same NAEPC credentialing framework in a nearby county.

Regional players

• Trust Companies Association: Industry association representing trust company operations and trust officers. EPCMOCO's Trust Services members are a primary professional home for this segment; the association competes for the same trust officer audience through conferences and credentialing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/epcmoco

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 Estate Planning Council of Montgomery County, Maryland