Welcome to Our Website
For the Public: Welcome and we hope that you will take advantage of the resources offered on this website. Click on For the Public to see a variety of estate planning related topics provided by the National Association of Estate Planning Councils. And we invite you to our Member Directory to consider the services provided by our members who practice in the Hilton Head Area.
Speakers' Bureau: In addition to the information resources on our For the Public section, the Council offers speakers on a variety of topics. Please see the About Us section.
For Non-Members: Welcome to the Hilton Head Area Council of Estate and Financial Advisors (CEFA) website. You can read more About Us on a following page. Prospective members must be established, active professionals who practice locally and whose offices are located principally in the Hilton Head area. Currently we recognize several professions under the estate planning umbrella including certified public accountants, estate planning attorneys, financial services professionals, insurance agents, and trust officers. Our membership process commences with nominations from our current members. Please contact a current member if you are interested.
For members: Please click on the Upcoming Events to the left for the latest CEFA news.
Hilton Head Area Council of Estate & Financial Advisors, 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.