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 

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

Interested in Membership?

Join us


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


Kellie Hayes
Lucky Fiduciary Services

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

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