ESTATE PLANNING COUNCIL OF RHODE ISLAND

MESSAGE FROM THE PRESIDENT
 

Dear Members and Guests,

Welcome to the official website of the Estate Planning Council of Rhode Island.  We are an affiliated local council of the National Association of Estate Planners & Councils (NAEPC).  Our website is designed primarily to keep you informed of upcoming Council events, and to assist you in finding qualified professionals and resources related to the field of estate planning.

The Estate Planning Council of Rhode Island (EPCRI) has approximately 200 members.  Our membership constituency includes a diverse array of estate planning professionals working in the Rhode Island area, including attorneys, accountants, fiduciary bankers and trust officers, financial planners, insurance agents, and planned giving officers of charitable organizations.  We are committed to expanding estate planning knowledge and expertise, growing professional contacts and relationships, and, ultimately, enhancing the community by facilitating superior client service.

We encourage you to browse our website to learn more about our council and its members, the events planned for this program year, our membership criteria and application form, and featured articles, among other website links.   If you are an estate planning professional, please consider joining the Estate Planning Council of Rhode Island.  If you have any questions about EPCRI please contact us at admin@epcri.org.

Sincerely,

Joanne Speroni-Woody, CTFA
President
Estate Planning Council of Rhode Island