Our mission

The International Estate Collective is a global network of female professionals dedicated to supporting families through every stage of the estate and legacy process. We connect accountants, money managers, insurance professionals, attorneys, guardians, fiduciaries, and related specialists across the US, Canada, the UK, the EU, Australia, and beyond to share knowledge, collaborate on complex cases, and refer clients to trusted experts around the world.

About

The International Estate Collective brings together women working in estates, trusts, and long‑term planning—accountants, financial advisors, insurance professionals, attorneys, guardians, fiduciaries, and allied experts—from North America, Europe, Australia, and other key markets. Our members collaborate in an international online community, with a shared website and private Slack workspace, to exchange education and best practices, co‑create resources, and build a relationship‑based referral network for clients with cross‑border or complex estate needs.

Who Should Apply

You didn’t come this far to stop!

The International Estate Collective welcomes experienced, women-identifying professionals who work with clients on estates, trusts, and major life transitions. Ideal members include accountants, financial advisors and money managers, insurance professionals, attorneys, guardians, fiduciaries, and related specialists who regularly support estate, probate, elder-care, or legacy planning matters.

Members should:

• Have an active professional license or designation where required (law, accounting, financial advice, insurance, etc.).

• Work ethically and collaboratively, with a client-first mindset and respect for cross-border and cross-disciplinary work.

• Be interested in both giving and receiving referrals, and in sharing education, resources, and best practices with peers internationally.

We particularly welcome professionals serving clients in the US, Canada, the UK, the EU, Australia, and other regions where cross-border estates and international families are common.