Welcome to The Utah Valley Estate Planning Council

 

The Utah Valley Estate Planning Council includes a membership of a strong group of estate planning professionals working in the Utah Valley area, that specialize in legal, accounting, insurance, investment, trust and valuation professions, as well as representatives from various charitable organizations. The Council is committed to expanding estate planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating superior client service.

Our website is intended to help you find professionals in the estate planning field, informative articles, and other resources related to estate planning. For example, you are able search our member directory by name and/or business category, identify internal committees and connect with its Chair, find links to articles and other sites that can provide you with more information about estate planning. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.

The Utah Valley Estate Planning Council is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. For those professionals interested in learning more about the benefits associated with membership in our council, take the time to browse the member's benefit section of our website, and reach out to member's you may know professionally, or any of the Council's leadership.

The Utah Valley Estate Planning Council (UVEPC) is a multi-professional group of legal, accounting, financial, and related professionals whose practices encompass estate planning. 

The Mission of the UVEPC is to strengthen the estate planning profession in the Utah Valley area by:

  • Providing high quality continuing education
  • Sponsoring networking opportunities, and
  • Fostering a multi-disciplinary approach to estate planning

The group is committed to the following principles:

  • Integrity in professional lives
  • Education as a continuing process
  • Excellence in our work
  • Career development, and
  • Involvement in the profession, including participation in the National Association of Estate Planning Councils (NAEPC)

Members of the Utah Valley Estate Planning Council 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

 

Utah Valley 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.