Estate Planner Council

The San Antonio Estate Planners Council is an interdisciplinary organization for professionals involved in estate planning or a related field. Our members are life underwriters, trust officers, attorneys at law, certified public accountants, certified financial planners, and others in related fields who all practice in fields associated with estate planning. We host our Mixer Kick-off each September and our programs run from October through May. You are welcome to make reservations to join us every third Tuesday from October through May at the San Antonio Country Club, 4100 N. New Braunfels, San Antonio, Texas 78209.

Our Services

We offer a range of services to our members, including educational events, professional networking opportunities, monthly luncheons, and informative speakers. Our membership fee is $315.00 from September through May, and guest fees are $50.00 per meeting. We also offer benefits such as access to our member directory, leadership and career opportunities, and past presidents' resources.

Our History

The San Antonio Estate Planners Council was established as an unincorporated association in 1958 and was incorporated in 1964 under the Texas Non-Profit Corporation Act. Our Bylaws provide that the Board of Governors must consist of sixteen members and four nominated officers from each of the four designated groups (disciplines) comprising the Council. The four officers of the Council are elected annually, ensuring that no two officers are from the same discipline, and the Presidency of the Council is rotated each year among the four disciplines.

Our Mission

Our mission is to provide a platform for estate planning professionals to come together, share knowledge, and network with one another. We strive to provide high-quality educational events, informative speakers, and opportunities for professional growth and development. We are affiliated with the National Association of Estate Planners & Councils and are committed to upholding the highest standards of professionalism and excellence in the estate planning industry.