Skip to content

BEPC Diversity, Equity, Inclusion, and Belonging (DEIB) Survey

The Boston Estate Planning Council (BEPC) recognizes that the landscape of estate planning is evolving, with changing client demographics creating both opportunities and challenges for our members. As we strengthen our commitment to Diversity, Equity, Inclusion, and Belonging (DEIB), we aim to help you capitalize on these changes while building a more dynamic and inclusive professional community. Your insights will help us develop resources that enable you to:
  • Expand your practice by better serving diverse client populations
  • Strengthen your competitive position in the marketplace
  • Build valuable connections within our professional community
  • Create an environment where all members can thrive and contribute
  • Enhance your cultural competency and client engagement skills
  • Stay ahead of demographic trends that potentially impact what your clients need and want from you as advisors.
Your responses will directly shape our programming to ensure we deliver meaningful value to you, your practice, and our broader professional community. In addition, your responses will help us understand what is important to you to foster a sense of inclusion and belonging within the membership. Individual responses are anonymous unless you indicate that you are willing to be available for further follow up.

Estimated completion time: 3-5 minutes
DEIB Perspectives
1. How do you primarily view Diversity, Equity, Inclusion, and Belonging (DEIB) initiatives in estate planning?
2. How strongly do you believe in your choice above?
1 = Somewhat believe
5 = Very strongly believe
3. If you selected "smart business choice," which factors influenced your view? (Select up to 3)
4. If you selected "right thing to do," which factors influenced your view? (Select up to 3)
Section 1: Your Background
5. What is your primary role in estate planning? (Select one)
Section 2: Client Demographics and Market Trends
6. Which demographic changes are you observing in your client base?
Not seeing this trend
This is now common in my practice
Increasing racial/ethnic diversity
Growing Millennial and Gen Z client base
More LGBTQ+ clients or clients with LGBTQ+ family members
Growing number of blended families
Rise in multi-generational wealth planning needs
Clients seeking socially responsible or impact investing options
Increase in international or cross-border estate planning needs
More clients with non-traditional family structures
Growing interest in digital asset planning
Baby Boomer wealth transfer planning
7. How prepared do you feel to address these emerging trends?
1 = Need significant support
5 = Very well prepared
Section 3: Professional Development Needs
8. Which DEIB-related topics would most benefit your practice? (Select up to 3)
Section 4: Engagement Preferences
9. Please tell us how you would like to potentially engage with DEI work at BEPC. Please select all that apply.
Not interested
Extremely interested
In-person workshops
Virtual webinars
Hybrid events (in-person/virtual options)
Peer discussion groups
Case study discussions
Online resource library
Mentorship programs
Section 5: Demographics (Optional)
10. Languages spoken (check all that apply)
11. Geographic home location within greater Boston area
12. Client demographic makeup (approximate percentages)
13. Years of experience specifically with diverse clients
14. Professional development goals (check all that apply)
Section 6: Future Involvement
15. In the future, if one of these became available to BEPC, would you be interested in contributing to BEPC's DEIB initiatives in any of the following ways? (Select all that apply)
If you selected any of the above options, please provide your contact information:
Note: Your contact information will only be used for DEIB-related initiatives. Thank you for completing this survey. Your insights will help BEPC create more value for our members.