Welcome to the Tri-Valley Estate Planning Council

We're a non-profit association of estate planning professionals in the Tri-Valley area

The "Tri-Valley Area" is that region of the San Francisco Bay Area which includes the cities of Pleasanton, Livermore, Dublin, San Ramon, Danville as well as the towns of Alamo and Sunol.

The Council meets eight times per fiscal year, typically on the first Thursday of the month for dinner and a speaker or speakers. For a quick look at our complete calendar of events please go to the events page.

Questions about your membership or upcoming
TVEPC events? Please contact the Council Office at (925) 778-1165 or Email.

The Tri-Valley Estate Planning Council is a
multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy;
Communication and collaboration with peers across disciplines;
A reliable network of referral sources with experienced, like-minded professionals.

Featured member

Our Sponsors

Upcoming Events

1/9/25 TVEPC General ZOOM Program

Thursday, January 09, 2025 5:30 PM • ZOOM

Interested in Membership?

Join us

A SPECIAL THANKS TO OUR MEMBER SUPPORTERS

Denise Chambliss

Hoge Fenton Jones & Appel

Max De Vries

Certified Probate & Trust Realtor

Heather Hamilton

Fiduciary Accounting Services, LLC

Kellie Hayes
Lucky Fiduciary Services

Art Lotti
Custom Moving & Hauling

Tiffany Sutton

Compass

Gabriela Odell, JD, CLPF
Odell Fiduciary

Richard San Vicente
Mutual of Omaha - Reverse Mortgage

Jennifer Thaete
Law Office of Jennifer Thaete, PC

Ellen Torres, EA
Johnston, Gremaux & Rossi

Mark Unger

MSU Fiduciary Partners

Christina Weed, Esq.
Weed Law Group, PC

TEL: (925) 778-1165 • FAX: (925) 778-1163 • EMAIL: TriValleyEPC@gmail.com

P.O. Box 948 Clayton, CA 94517