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

Kellie Hayes
 
Lucky Fiduciary Services

Gabriella Odell
Odell Fiduciary

Ellen Torres
 
Johnston, Gremaux & Rossi, LLP

Mark Unger
 
MSU Fiduciary Partners


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

P.O. Box 948 Clayton, CA 94517

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