Welcome to the new website of the Estate Analysts of Western New York. Our local chapter is an association of just over 100 professionals from various disciplines involved in estate planning. The National Association of Estate Planners and Councils has roots dating back to Boston in 1931. There are currently 230 local estate planning councils and approximately 27,000 members throughout the United States. The NAEPC promotes the team concept of estate planning by invoking the skills of each of the professional disciplines it recognizes (accounting, law, insurance and financial planning and trust services). Our credentialed professionals are as follows:
- Accounting (CPA)
- Law (JD)
- Insurance and Financial Planning (CLU®/ChFC®/CFP®)
- Trust Services (CTFA)
We are delighted you have visited our website.
Members of the Estate Analysts of Western New York have unlimited access to Leimberg Information Services' (LISI) huge database of cases, rulings, legislation, and much more. LISI provides fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts and is home to a very powerful engine that allows members to create customized searches and find information quickly and easily. In addition, all members receive a weekly highlight email with a link to the EPC login portal. > Login Now or Watch the LISI Tutorial
Estate Analysts of Western New York 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.