The Gulf Coast Legacy Planning Council is a group of professionals comprised of estate planning attorneys, financial advisors, life insurance agents and Certified Public Accountants (CPAs) dedicated to advancing a multi-disciplinary approach to estate planning designed to meet the needs of clients at all stages of life, with an emphasis on wealth preservation and legacy.
The Gulf Coast Legacy Planning Council invites you to complete a membership application if you are a practitioner in a member discipline:
Attorney
Certified Public Accountant (CPA)
Insurance Professional (CLU, ChFC)
Trust Officer (CTFA)
Financial Planner (CFP, ChFC)
Investment Manager (CIMA, CFA)
Applicants must hold at least one designation listed above, and must have a minimum of five (5) years experience within their industry. Finally, you must be sponsored by one board member of the council.
Associate and Corporate Memberships
The Gulf Coast Legacy Planning Council is an affiliate of the National Association of Estate Planners & Councils. Accordingly, our Signature Membership is restricted to applicants within the disciplines set forth above. Associate and Corporate Memberships are open to friends of the Council and corporate partners who believe in our mission of educating the public to eradicate financial and emotional devastation when disaster strikes. Our Associate and Corporate Memberships are an exclusive and valuable opportunity to give back to the community and to spread goodwill by sponsoring important legal and financial seminars and outreach programs.
