Welcome from the Milwaukee Estate Planning Forum!
The Milwaukee Estate Planning Forum is a multi-disciplinary organization that supports the team concept of estate planning. We welcome the membership of attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals and other allied professionals.
Our website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.
Inquiries from individuals inside and outside the Greater Milwaukee area are encouraged. We ask that you send any questions or suggestions through the Contact Us page.
The Milwaukee Estate Planning Forum is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.
Milwaukee Estate Planning Forum, Inc. 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.
