OUR NEW FISCAL YEAR KICKED OFF ON JULY 1ST, 2024!
RENEW YOUR MEMBERSHIP HERE

The Baltimore Estate Planning Council is an interdisciplinary non-profit association for estate planning professionals. For 87 years and with 268 current members, the Council strives to foster understanding of the proper relationship between the functions of all professionals having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

Welcome our 2024 - 2025 New Council Members!

Madelyn Blum - Emerging Planner
Nicole Race - Emerging Planner
Edward Van Houten Dello Russo - Emerging Planner


New: Exclusive benefit for members only!
Members of the Baltimore Estate Planning Council can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Access Leimberg Information Services now.

Baltimore Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.