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Presidents Letter

Dear CEPC Members,

As we embark on the 2025-2026 year, I am honored to step into the role of President for our Council. It’s an exciting time to be part of the estate planning profession, and I am energized by the possibilities ahead for both our organization and our field.

A Year of Growth and Innovation

This past year has been remarkable for CEPC. Our community has grown not only in numbers but also in diversity of thought and expertise. We’ve welcomed new members, celebrated the achievements of our Emerging Leaders, and strengthened our commitment to mentorship and professional development. These efforts have enriched our Council and positioned us for even greater success.

Embracing the Future: AI and Technology in Estate Planning

Looking forward, we find ourselves at the forefront of a technological revolution. Artificial intelligence and digital tools are rapidly transforming how we approach estate planning. Here’s how these advancements could empower our businesses in the coming year:

  • Smarter Workflows: AI-driven platforms are streamlining document drafting, automating routine tasks, and allowing us to focus more on strategic planning and client relationships.
  • Elevated Client Experience: Secure client portals, virtual assistants, and real-time communication tools are making  services more accessible, responsive, and transparent than ever before.
  • Data Security and Compliance: Enhanced cybersecurity solutions are helping protect sensitive client data and stay ahead of evolving regulatory requirements.
  • Personalized Planning: Data analytics and AI insights are enabling tailored advice and solutions to each client’s unique needs, ensuring more effective and meaningful outcomes.

Commitment to Accessibility and Excellence

Our mission remains clear: to provide exceptional value to our members through education, networking, and innovation. We will continue to offer flexible meeting formats—both in-person and virtual—to ensure everyone can participate and benefit from our programs.

Financially, CEPC is well-positioned to invest in the resources and initiatives that matter most to you. This stability allows us to pursue new opportunities and respond proactively to the changing landscape of our profession.

Looking Ahead Together

The coming year promises to be one of progress, learning, and collaboration. By embracing new technologies and supporting one another, we will continue to raise the bar for estate planning and serve our clients and community with distinction.

Thank you for your trust and involvement. I look forward to working with each of you as we shape the future of our Council and our profession.

With appreciation,

 

Thomas E. Whitlock

President, CEPC 2025-2026