hvepc.org

The Hudson Valley Estate Planning Council is a membership organization based in Newburgh, New York, bringing together professionals who work in estate planning. Its members include attorneys, accountants, trust representatives, financial planners, investment managers, life underwriters, and others. The Council supports continuing education for its members and the public through educational programs focused on estate planning. By encouraging collaboration across professions, it aims to foster coordinated planning that benefits clients and customers.

The Council offers a range of member resources, including a directory, membership benefits, application and renewal information, and access to events such as dinner meetings and social gatherings. Its website also provides council information, documents, links, and a calendar of upcoming activities. For the public, the Council shares information about finding a local estate planner and learning about estate planning.

Affiliated with the National Association of Estate Planners & Councils, the organization connects members with national resources and opportunities. Membership in an affiliated local council may also fulfill a requirement for pursuing the Accredited Estate Planner designation.