About Us
About the Estate Planning Council of Colorado Springs
The Estate Planning Council of Colorado Springs is a professional organization dedicated to fostering collaboration and education among individuals actively engaged in the field of estate planning. Our membership includes attorneys, CPAs, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Trust Officers. We also welcome professionals from allied fields—such as those affiliated with foundations—who may join with limited membership rights.
Membership Information
Membership applications are accepted year-round and must include two letters of recommendation from current Council members. Applicants must meet specific professional criteria to be considered for membership. The application form and details on eligibility requirements are available on this website.
Meetings and Events
Our fiscal year runs from September through August. Council meetings are held in September, October, November, January, February, March, and May (which includes our annual meeting and board election). In addition to our regular breakfast meetings, we host a Summer Social and a Winter Social, both of which are informal and do not include a speaker program.
Each breakfast meeting features a guest speaker presenting on a topic relevant to estate planning. Members are encouraged to invite guests. If you are not yet connected with a current member but would like to attend a meeting, please don’t hesitate to reach out.
Contact Us
For more information or if you have any questions, please contact us at estateplanningcos@gmail.com. We look forward to connecting with you.
