The Southeast Wyoming Estate Planning Council is made up of dedicated professionals in the legal, accounting, financial services, trust and foundation professions working with residents to help them with their estate planning needs. Estate planning is not just for the wealthy. Everyone has an estate, and they want to be able to dispose of their "things" in the way they want. Estate planning allows a person's wishes to be completed in the way they want.
The Council helps bring the different disciplines together for the common good of the client.
You may locate our members in the Directory tab by what they can do for you. as an example, if you need a will you might want to look at the "Will & Trust creation" Discipline. Want to finds ways to pay for final expenses, visit the "Life Insurance" discipline. Think you may have estate tax problems, "Estate tax planning" might be a good place to start.
Visit our "Links" page in the "About" tab for valuable information. The Document Library has informative educational resources.
If you just want to start getting your affairs in order, you may want to review our "Estate Planning Workbook". This is a great resource to fill out and bring to your advisor.
Do you have a favorite charity or foundation? Southeast Wyoming Estate Planning Council members have resources to help you.
Southeast Wyoming 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.
