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Our Proud History

Allow us to share with you the history of the Southwest Florida Estate Planning Council. Its inception was the result of conversations among several practitioners in the various disciplines involved in Estate Planning. By exchanging ideas and their concerns for enhancement of the professional service available to existing and future clients, a conclusion became apparent – the West Coast of Florida, south of the Skyway Bridge, was ready for its own Estate Planning Council.

There was continuing mutual interest and confidence in the premise that the client is best served by competent members of each discipline, who understand and respect one another’s role, working as a team to solve the client’s problems. Some months later the Southwest Florida Estate Planning Council was organized in 1964.