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The Estate Planning Council of Greater Miami is an organization of professional Estate Planners in Greater Miami. Our focus is on establishing and monitoring the highest professional and educational standards for our community and fostering public awareness of the quality services rendered by professionals who meet these standards. Our mission is to increase public awareness of the importance of estate planning by a team of professional advisors. Our organization includes members from the six estate planning disciplines: Accounting Financial Planning Insurance Law Planned Giving Trust Services This team approach involves cross-professional disciplines, which better serve the public's need in estate planning. Using forums and the latest technologies, EPC Miami assists its individual members to maintain and strengthen: Their cutting-edge awareness of the continually changing and expanding opportunities A unified point-of-approach Communication and development of a common language between the six disciplines Cooperation and understanding of the proper relationship which each of the six disciplines bears to the other, their clients and the general public To apply for membership please download our application on the "application form" page or contact us at admin@epcmiami.org.

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Website http://epcmiami.org/
Revenue $19.1 million
Employees 2 (2 on RocketReach)
Founded 1946
Address 8930 State Road 84, No. 316, Davie, Florida 33324, US
Phone (305) 665-3311
Fax (216) 696-2582
Technologies
Industry Legal Services, Membership Organizations, Estate Planning, Organizations
Competitors ESTATE PLANNING COUNCIL OF SAN DIEGO
SIC SIC Code 862 Companies, SIC Code 86 Companies
NAICS NAICS Code 813 Companies, NAICS Code 81392 Companies, NAICS Code 8139 Companies, NAICS Code 81 Companies, NAICS Code 813920 Companies

Estate Planning Council of Greater Miami Questions

The Estate Planning Council of Greater Miami annual revenue was $19.1 million in 2024.

2 people are employed at Estate Planning Council of Greater Miami.

Estate Planning Council of Greater Miami is based in Davie, Florida.

The NAICS codes for Estate Planning Council of Greater Miami are [813, 81392, 8139, 81, 813920].

The SIC codes for Estate Planning Council of Greater Miami are [862, 86].

Top Estate Planning Council of Greater Miami Employees

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