(1) To promote cooperative efforts in the fields of estate and business planning among the professions and business enterprises represented by the members, always keeping in mind the interests of their clients, 

(2) to engage in study, discussions, meetings and additional activities which will continuously improve their combined services,

(3) to promote respect and understanding of the relationships among the professions and business enterprises represented by its members and, 

(4) to advance public knowledge of the concept of estate and business planning.