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
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.

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A SPECIAL THANKS TO OUR MEMBER SUPPORTERS

Denise Chambliss

  Hoge Fenton Jones & Appel


Madison Gunn
  Absolute Trust Counsel PC


Heather Hamilton

  Fiduciary Accounting Services, LLC


Art Lotti
  Custom Moving & Hauling


Tiffany McFarland

  Compass


Kellie Hayes
 
Lucky Fiduciary Services

Gabriela Odell
Odell Fiduciary


Richard San Vicente
Mutual of Omaha - Reverse Mortgage


Jennifer Thaete
 
Law Office of Jennifer Thaete, PC

 

Ellen Torres
Johnston, Gremaux & Rossi


Mark Unger

 MSU Fiduciary Partners


Christina Weed
 
Weed Law Group, PC

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

P.O. Box 948 Clayton, CA 94517

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