Estate Planning Council of Canada

Join us

You can be part of a growing organization connecting Estate Planners across Canada.

We are the multidisciplinary organization of choice for professionals and firms who are interested in cross-education, referrals and building a nation-wide client base.

Start your 12 month/annual membership at any time of the year. We are scheduled to host 21 member events in 2021.

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Basic Membership - $199.00 (CAD) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing (well ranked on Google), and login to the resource library of past presentations in the members area for 12 months.

Enhanced Membership - $249.00 (CAD) Subscription period: 1 year No automatically recurring payments Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing (well ranked on Google), and login to the resource library in the members area for 12 months + a new member social media announcement.

Annual CPE/Attendance certificate (Sent in December):
Most events are accredited by the BC Law Society. This year we have started applying for FP Canada approval on presentations – a new benefit for members. Note that EPCC cannot guarantee CE course approval, nor the quantity of CE credits to be allocated, when self-reporting to your respective governing bodies – and there are many across Canada.

Firm Membership - up to 5 staff - $699.00 (CAD) Bundle (up to 5 members) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice/networking groups across Canada,

Directory listing, login to the resources in the members area for 12 months,

Annual CPE/Attendance certificate.
12 months.

International Estate Planning - $299.00 (CAD) Subscription period: 1 year No automatically recurring payments For Advisors outside of Canada who are primarily interested in Cross Border Estate Planning.
Membership includes free access to all presentations and recordings, practice groups for International Planners.

Directory listing, and login to the resources in the members area for 12 months,

Larger Firm Membership - up to 10 staff - $1,199.00 (CAD) Bundle (up to 10 members) Subscription period: 1 year No automatically recurring payments
Membership includes free access to all presentations and recordings, practice groups across Canada,

Directory listing, login to the resources in the members area for 12 months,

Annual CPE/Attendance certificate,
12 months.

Not sure about qualifications to join? email info@epc-canada.org and we will be glad to assist you.

Companies interested in sponsoring upcoming events can find information here or email info@epc-canada.org directly.

About EPCC

We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.

We link and support Estate Planners across Canada and represent a global community online.

Estate Planning Council of CANADA

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About EPCC

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