Become a Member

Estate Planning Council of Toronto meets seven times a year, generally on the first Tuesday of the month from October through May. Our in-person meetings include cash bar during networking, wine during dinner and a 3-course meal. Our virtual meetings are held on Zoom.

2023/24 Season

October 3, 2023, 5:30 p.m. – in person
November 7, 2023, 6:30 p.m. – virtual
December 65 2023, 5:30 p.m. – in person
February 6, 2024, 6:30 p.m. – virtual
March 5, 2024, 6:30 p.m. - virtual
April 9, 2024, 6:30 p.m. - virtual
May 7, 2024 (Social event), 5:30 p.m. - in person

There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, philanthropy advisors, trust officers and financial planners. Applicants require 2 years of relevant experience.

Members must be committed to the purposes of the Council, which is dedicated to continuing education and the exchange of ideas in connection with the estate planning process, to ensuring excellence of service, and to fellowship.

Membership Term

Memberships are annual and run from October 1 to September 30.

To apply for membership, please complete the Online Application form and attach your curriculum vitae and list three references. References can be from any existing member of the Estate Planning Council of Toronto.

Members MUST ATTEND four meetings each year. Should illness or other mitigating circumstances prevent a member from attending the requisite number of meetings the member should contact the Membership Chair to request an exception.