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 Meetings page.
Questions about your membership or upcoming
The Tri-Valley Estate Planning Council is a
A SPECIAL THANKS TO OUR MEMBER SUPPORTERS
Hoge Fenton Jones & Appel
Fiduciary Accounting Services, LLC
Gabriela Odell, JD, CLPF
Richard San Vicente
Ellen Torres, EA
MSU Fiduciary Partners
Christina Weed, Esq.