Who We Are - The Southern Utah Estate Planning Council, established in 1998, is an association of estate planning professionals - composed of local attorneys, CPAs, trust officers, insurance professionals, financial planners and members of the planned giving community whose professional careers have all been centered around helping individuals achieve their estate planning goals.
Who May Join - Professionals who currently practice in Estate Planning, Accounting, Financial & Insurance Planning, Charitable Planning, or Bank & Trust are encouraged to become a member.
When We Meet - Monthly luncheons with an informational speaker, are held the first Thursday of the months of January - May and September - December at the Courtyard Marriott 185 South 1470 East St. George, UT from Noon to 1:00 PM. The annual dues, which include the cost of the lunch, are $125.00. Professionals who join mid-year will be pro-rated at the lesser of $20.00 per meal through the end of the year or the standard $125.00
For the General Public - Through our site you can access any of our professionals. More importantly, you can access resources that can be helpful to you as you work through these complex issues. We are pleased to provide this as a service to the local community and appreciate any feedback you may want to provide. Please feel free to submit your comments to us through our "contact us" link.