About Us

Dear Members and Guests,

Welcome to the official website of the Columbia Estate Planning Council. Our website is intended to assist you in finding qualified professionals, informative articles and other resources related to the field of estate planning. 

The Columbia Estate Planning Council was founded several years ago and currently has over 60 members. Our membership consists of professionals representing one or more of four areas of discipline: Accounting, Law, Insurance, and Banking. We meet four times a year to hear area professionals discuss subjects relevant to the area of estate planning. We are a diverse network of professionals committed to educating ourselves and our community about estate planning.

If you are interested in learning more about us, please feel free to browse our website for more information on the Council and its members, upcoming events, membership application and important related website links. If you don’t find what you are looking for, please feel free to contact any of our officers, found on the Leadership link.


Jon Robertson

Columbia Estate Planning Council