dossier ↑ parent activity group ·

research dossier

Estate Planning Council of Rochester

Penfield, NY · EIN 161351917 · Form 990EZ · FY2024 · Micro (<$100K) · epcrochester.org

revenue

$53K

expenses

$40K

net assets

$58K

employees

—

mission · from form 990

To provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.

profile · synthesized from sources

Professional association for estate planning practitioners in the Rochester, NY area. Facilitates interdisciplinary collaboration among lawyers, accountants, financial planners, and trust officers to improve client service. Provides continuing education, networking, and professional development opportunities through regular events and resources.

named programs · 2 · from sources

What they call their work

Accredited Estate Planner (AEP) Designation Support

Membership fulfills affiliation requirement for professionals seeking AEP designation through the National Association of Estate Planners & Councils

Continuing Education Programs

Regularly scheduled events featuring expert speakers on estate planning topics, offering professional development and networking opportunities

activities · 1 group

What they do

Professional Education and Certification for Financial and Estate Planners 4 activities
- Facilitates professional collaboration and discussion on estate planning
  
  Provides a forum for estate planning professionals to discuss topics related to estate planning and administration, enhancing client service through multidisciplinary collaboration. The council connects approximately 200 professionals across insurance, banking, accounting, legal, and financial planning fields.
- Offers continuing education programs on estate planning topics
  
  Hosts seminars, workshops, and conferences for professionals on current estate planning trends, including the Secure Act, Medicaid planning, elder law, special needs planning, and family dynamics. Programs are held regularly, including events in January, March, September, and December 2024, and June 2025.
- Provides public access to a directory of qualified estate planning professionals
  
  Offers a searchable directory on its website to help the public locate qualified estate planning professionals, supporting informed decision-making in estate planning services.
- Supports professional credentialing through membership
  
  Membership satisfies the requirement to belong to an affiliated local estate planning council for professionals pursuing the Accredited Estate Planner® (AEP®) designation, thereby supporting professional development and credentialing in the field.

financials · form 990EZ · fy2024

revenue

Total revenue$53K

Contributions & grants$14K26%

Program service revenue$3K5%

Investment income$10%

Other revenue—

expenses

Total expenses$40K

Program expenses—

Admin / overhead—

Fundraising—

Salaries & benefits$17K

Grants paid out—

balance sheet

Total assets$58K

Cash—

Investments—

Liabilities—

Net assets$58K

5 years on record · 2019–2024 · YoY revenue +9.3%

leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1

Name	Title	Hours/wk	Compensation
Diana Smith	Executive Director	3	$17K

relationships · 7

Who they work with

EFPR Group Partner — Board President Vicki Kleehammer is affiliated with EFPR Group, indicating a professional connection between the organization and the council.
MCBA Partner — Collaborates with MCBA for program registration, as seen in the October 23, 2024 program.
National Association of Estate Planners & Councils Network — Affiliated national organization that oversees the Accredited Estate Planner® designation
National Association of Estate Planners & Councils Network — Local council affiliated with the national organization, supporting the Accredited Estate Planner® designation.
National Association of Estate Planners & Councils Network — Member of the national network of estate planning councils
Springline Partner — EFPR operates as a subsidiary or affiliated entity under Springline
Susan Rounds Partner — Speaker and presenter for the event on family dynamics and estate planning.

strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

Interdisciplinary Collaboration for Enhanced Client Outcomes

methodology: interdisciplinary_collaboration
By bringing together professionals from complementary disciplines, the organization improves the quality and comprehensiveness of estate planning services, because collaborative input leads to more holistic and effective client solutions.
Peer Learning to Strengthen Professional Practice

methodology: peer_learning_network
By facilitating peer discussion and knowledge sharing among experienced estate planning professionals, the organization enhances service quality, because experiential learning and professional exchange improve individual practice standards.
Values-Integrated and Legislation-Responsive Education

methodology: values-integrated_planning
By integrating family values and responsiveness to evolving federal legislation into professional education, the organization ensures estate planning is both personally meaningful and legally current, because alignment with client values and legal frameworks improves planning relevance and effectiveness.