Thank you to our Sponsors

Community Foundation for Southern Arizona Northern Trust

Fleming & Curti PLC


Arizona Community Foundation Serving Southeast Arizona       Bogutz & Gordon, P.C.       Mission Management & Trust Co.

Whittier Trust


Welcome to the Southern Arizona Estate Planning Council

We are Southern Arizona’s leading association for professionals involved in estate planning, trust administration, tax and estate law.

The Misson of the SAEPC is to promote interest in and understanding of estate planning in Southern Arizona by:

  • Establishing and presenting high quality programs of continuing education in estate planning
  • Promoting cooperation among the estate planning community
  • Fostering the exchange of estate planning ideas

The SAEPC carries out its mission by providing a friendly and collegial setting in which members can exchange infomation and support. Members have the opportunity to come together throughout the year to learn new developments and techniques in the estate planning arena.

You can find out more about SAEPC meetings on our Council Information page.

Resources addressing issues important to the estate planning profession during- and post-COVID-19 at the Covid Resource Library


Southern Arizona 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.