Startups
The Boston Estate Planning Council (BEPC) is a vibrant, diverse community of more than 700 estate and wealth planning professionals in the greater Boston area. Through our educational programs and networking events, BEPC members connect to build and strengthen relations, exchange ideas, and gain insights.
BEPC's Primary Objectives
- To create a better understanding of the relationship between estate and wealth planning specialists from different disciplines, and to foster connections between them;
- To educate members about estate and wealth planning;
- To encourage the highest standards of professional and ethical conduct;
- To enable members to provide clients with the highest quality of service; and
- To educate the public about the benefits of estate planning.
Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the country. Our community includes attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals. BEPC is an active affiliate of the National Association of Estate Planners & councils (NAEPC).
BEPC's Primary Objectives
- To create a better understanding of the relationship between estate and wealth planning specialists from different disciplines, and to foster connections between them;
- To educate members about estate and wealth planning;
- To encourage the highest standards of professional and ethical conduct;
- To enable members to provide clients with the highest quality of service; and
- To educate the public about the benefits of estate planning.
Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the country. Our community includes attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals. BEPC is an active affiliate of the National Association of Estate Planners & councils (NAEPC).
Overview
Employees
11-50
Founded date
1930
Mentions in press and media 13
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Aug 26, 2026 | Boston Estate Planning Council Receives Prestigious 2026 NAEPC Council of Excellence Award | Boston Estate Planning Council Logo Logo for the NAEPC Council of Excellence recognition Brunette woman with glasses in a black outfit The honor recognizes affiliated councils that demonstrate exceptional achievement in providing meaningful... |
| Jul 1, 2026 | Boston Estate Planning Council Welcomes New President, Officers, and Board Members | Boston Estate Planning Council Logo Brunette woman with glasses in a black outfit BEPC announced today its new president, officers, and board of directors for the 2026-2027 year, effective July 1, 2026 Our members are the foundation of BEPC... |
| Feb 26, 2026 | Boston Estate Planning Council to Honor Amy R. Lonergan with its 2026 Excellence Award at May 21st Annual Gala | Boston Estate Planning Council Logo Amy R. Lonergan, 2026 BEPC Excellence Award Recipient The Boston Estate Planning Council (BEPC) selected Amy R. Lonergan to receive its highest honor, the BEPC Excellence Award, and will be honored May 21... |
| Sep 11, 2025 | Boston Estate Planning Council Announces 2025–2026 Corporate Sponsors | Boston Estate Planning Council Logo Thomas E. Francione, 2025-2026 BEPC President Our sponsors are more than supporters—they are strategic partners in our mission to advance estate planning in Greater Boston.” — BEPC President Thomas E. Fra... |
| Aug 27, 2025 | Boston Estate Planning Council Receives Prestigious 2025 NAEPC Council of Excellence Award | Boston Estate Planning Council Logo Thomas E. Francione, 2025-2026 BEPC President Logo for the NAEPC Council of Excellence recognition This award is the highest recognition given to affiliated councils. This achievement reflects our vision ... |
| Jul 1, 2025 | Boston Estate Planning Council Welcomes New President, Officers, and Board Members | Boston Estate Planning Council Logo Thomas E. Francione, 2025-2026 BEPC President BEPC Appoints New Officers, Including Long-time Leader Thomas E. Francione as President We’re launching a new strategic plan that reflects the values at the h... |
| Sep 4, 2024 | Boston Estate Planning Council Honored With the 2024 Council of Excellence Award by NAEPC | Boston Estate Planning Council Logo National Association of Estate Planners & Councils logo BEPC President Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® This recognition is a testament to our unwavering commitment to fostering a dynamic, mult... |
| Feb 26, 2024 | Boston Estate Planning Council to Honor Laura K. Barooshian With its 2024 Excellence Award at May 16th Annual Gala | Boston Estate Planning Council Logo 2024 BEPC Excellence Awardee Laura K. Barooshian, CPA, AEP®, CAP® The Boston Estate Planning Council has selected Laura K. Barooshian, CPA, AEP®, CAP® to receive its highest honor, the BEPC Excellence Awa... |
| Jun 30, 2023 | Boston Estate Planning Council Welcomes New President, Officers, and Board Members | Boston Estate Planning Council Logo Richelle Maguire, CPA, AEP®, president, BEPC New Leadership Additions are Poised to Enrich the Council and Support BEPC’s Goals of Expanding Education, Diversity, and Community Engagement I am truly honor... |
Show more
Reviews 0
FAQ about Boston Estate Planning Council
When was Boston Estate Planning Council founded?
Boston Estate Planning Council was founded in 1930.
What has the press written about Boston Estate Planning Council?
Parsers VC has collected 13 articles mentioning Boston Estate Planning Council, among them “Boston Estate Planning Council Receives Prestigious 2026 NAEPC Council of Excellence Award” (Aug 26, 2026) and “Boston Estate Planning Council Welcomes New President, Officers, and Board Members” (Jul 1, 2026).
Is Boston Estate Planning Council still active?
Yes, Boston Estate Planning Council is active; its latest activity on Parsers VC dates from Sep 17, 2026.