The Tulsa Estate Planning Forum is a multi-disciplinary organization of over 100 of the top professionals in their respective field who share a common belief that a client is best served by the team concept of estate planning and financial planning. We admit to membership attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals.

This website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning. For example, you will be able to link to other sites providing more information about our members and the services they offer by clicking on the member directory. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.


  • Brings in nationally known speakers and educators within the various fields of estate and financial planning at 7 monthly meeting plus an Annual meeting.
  • Creates networking opportunities for members
  • Meets eight times a year for a combined educational and networking event
  • Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws
  • Has a combined membership among the various professional fields of over 100 of the top professional in their respective profession



  • Top quality speakers 
  • Newsletters and Online Membership Directory
  • Unparalleled networking opportunities
  • Shared opportunities through the National Association of Estate Planning Councils

Tulsa Estate Planning Forum 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.