Welcome to the website of the Greater Boca Raton Estate Planning Council!  Our council strives to provide a better understanding of the services professionals in the estate and financial planning fields can render for their clients and the general public, to promote cooperation among professionals in the estate and financial planning fields, and to foster a better understanding of the relationship which such professionals bear to each other, their clients, and the general public.


To foster greater collaboration, we are pleased to share this Digital Membership Directory for the Greater Boca Raton Estate Planning Council.

Please browse the rest of our website to learn more about the council and its membership.


Updates and Announcements


Council Honored as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC). This honor recognizes estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience. Download the Press Release

Council Acknowledges National Estate Planning Awareness Week of October 16, 2023. This week was adopted to help consumers understand estate planning and its need, along with how best to create a qualified team of professionals to assist to assist in the planning process.

Council Welcomes New President, Officers, and Directors Effective July 1, 2023. Led by President Dan Seigel, the new leadership team includes broad representation from across the estate planning industry. 

Council Announces Dynamic Speaker Line-Up for the 2023-2024 Season.  Headlined by Samuel A. Donaldson’s presentation at the Council’s opening dinner meeting on Tuesday, October 17, 2023, the Council is proud to present five nationally recognized, diverse, and dynamic speakers for the 2023-2024 season.

Council Hosts Kick-Off Event for the 2023-2024 Season.  Hosted by Northern Trust, the Council looks forward to welcoming its members and prospective members at its annual season-opening cocktail reception on Wednesday, September 13, 2023. 

GBREPC Honored by NAEPC with 2022 Emerging Council Award.   In the fall of 2022, GBREPC was given the “Emerging Counsel Award” by the National Association of Estate Planners & Councils.  This award recognizes “councils that are successful in their efforts to provide a strong multi-disciplinary council for their members.”   According to the NAEPC, the “Award is intended to honor those councils that truly work to grow their programs and services and provide an exceptional member experience.”  

Share Your Idea for a GBREPC Event.  Did you recently attend a conference with an amazing speaker?  Do you want to learn about an emerging topic?  Share your idea with us here.

Exclusive New Benefit for Council Members

Members of the Greater Boca Raton Estate Planning Council now receive access to Leimberg Information Services (LISI), a subscription service providing estate planning professionals with fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts by way of weekly email recaps. LISI is also home to a very powerful engine that allows users to create customized searches and past and future cases quickly and easily. Members can login by clicking the logo to the right.

Greater Boca Raton Estate Planning Council 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.