Welcome to the NW Montana Estate Planning Council!

We are delighted to welcome you to the NW Montana Estate Planning Council, a community of dedicated professionals committed to advancing excellence in estate planning.  Our distinguished members include attorneys, accountants, financial planners, life insurance professionals, trust officers and others dedicated to the complex and ever-changing field of estate planning.

At the NW Montana Estate Planning Council, our primary purpose is to foster a community that promotes the highest standards in estate planning. Through collaboration and education, we aim to elevate the skills and knowledge of our members, ultimately contributing to the delivery of exceptional estate planning services in our community.

The Council typically meets the 3rd Wednesday in January, March, May, September, and November for dinner followed by a presentation by an expert in the field of estate planning.

We welcome estate planning professionals interested in membership to visit our Membership Rules page for eligibility requirements and how to apply.
 
If you are looking for an estate planning professional, please visit our member directory for a list of members of the Northwest Montana Estate Planning Council categorized by professions.

NW Montana 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.