- To provide a forum where financial professionals can meet to further their knowledge about estate planning and how it affects the operation of the financial professions.
- To provide a better understanding of the services which these professionals can render to their clients and to promote cooperation between each of the financial professions to foster a better understanding of the proper relationship which each profession bears to the other, to their clients and to the general public.
- To promote the education of the public to the need for, and the advantages of, proper estate planning.
The Estate Planning Council of Northeast Wisconsin is an interdisciplinary organization of professionals involved in the estate planning process. The three main objectives of the Council are: