About - Additional Information
The Wiregrass Estate Planning Council, Inc., located in the Wiregrass of Alabama (Dothan, AL area) was incorporated July 12, 2023. The council was formed to provide a better understanding of estate planning and of the services that estate planners can render to the general public.
Members of the council strive to promote cooperation among the various disciplines involved in estate planning and foster a better understanding of the proper relationship that each discipline bears to the other, their clients, and the general public.
The membership of the Wiregrass Estate Planning Council is limited to attorneys who are members of the Alabama State Bar, trust officers of trust companies and banks that maintain trust departments, Certified Public Accountants who are members of the Alabama Society of Certified Public Accountants, Chartered Life Underwriters or Chartered Financial Consultants who are members of the Society of Financial Service Professionals or National Association of Life Underwriters and Chartered Financial Consultants, or Certified Financial Planners who have received such designation from the Certified Financial Planners Board of Standards. Upon board approval, membership may also be extended to other professional disciplines involved in estate planning.
Annual dues for membership year are $160 per year. Dues include the costs of meals for all meetings and the annual social gathering.
Our calendar tab will have the meeting schedules. While the dates will usually not vary once posted, check it frequently for any updates to the speakers and topics of interest.
