ACTEC Fellows Institutes

ACTEC Fellows Institutes provide professional development for law associates interested in advancing their trust and estate education.

ACTEC’s commitment to developing future trust and estate counselors is evident in the creation of the ACTEC Fellows Institutes. The Institutes offer a four-to-six-day program of intensive trust and estate education over a one-year period for third through sixth-year law associates. Programs are designed to develop the future leaders of the trust and estate profession through a series of in-depth educational presentations.

To attend an ACTEC Fellows Institute, students must be nominated by an ACTEC Fellow from any region. Please use the “Find an Attorney” search to find an ACTEC Fellow. For information on nominations, please see the Institutes’ websites below.

Sponsor an ACTEC Fellows Institute

ACTEC Institutes differ from traditional ACTEC meetings by offering unique relationship-building opportunities in small, interactive settings with up-and-coming trust and estate
professionals, as well as ACTEC leaders who oversee the Institute programs. Sponsors value the Institutes for the chance to connect with emerging talent and experienced Fellows, and are often invited to offer brief audience remarks, further enhancing their visibility and engagement.

If you are interested in sponsoring, contact Allie Andrews, Meetings Manager (Institutes) at allie.andrews@actec.org.

Florida Fellows Institute (FFI) was formed in March 2015 and educates attorneys in Florida. Florida Fellows coordinate and manage FFI.

Heart of America Fellows Institute (HOAFI) began 2018 and educates attorneys in Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska. ACTEC Fellows from these states coordinate and manage the HOAFI. 

The Mid-Atlantic Fellows Institute (MAFI) began in 2018 to educate attorneys from Delaware, Maryland, New Jersey, New York, Pennsylvania and Washington D.C., and is managed from ACTEC Fellows in these states.

The New England Fellows Institute (NEFI) began in 2020, to support attorneys from Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont manage NEFI. 

The Rocky Mountain Fellows Institute was created in 2023 to support attorneys from the states of Colorado, Idaho, Montana, New Mexico, North Dakota, South Dakota, Texas, Utah, and Wyoming, and is managed by ACTEC Fellows from these states.

The Southeast Fellows Institute (SEFI) began in 2020 to educate attorneys outside of the FFI and MAFI regions, to serve attorneys in the states of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia, and is managed by ACTEC Fellows from these states.

Western Fellows Institute (WFI) was established in 2025 and educates attorneys in Alaska, Arizona, California, Hawaii, Nevada, Oregon, and Washington. ACTEC Fellows from these states coordinate and manage the WFI.