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)
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.
A SPECIAL THANKS TO OUR MEMBER SUPPORTERS
Hoge Fenton Jones & Appel
Fiduciary Accounting Services, LLC
Lucky Fiduciary Services
Richard San Vicente
Mutual of Omaha - Reverse Mortgage
Law Office of Jennifer Thaete, PC
Johnston, Gremaux & Rossi, LLP
MSU Fiduciary Partners