to the website of the Estate Planning Council of Southwest Washington. We are a non-profit organization. Our objective is to provide professional education to further the estate planning knowledge and professionalism of our members.
Our members include Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Analysts, Chartered Financial Consultants, and other professionals who actively practice estate planning in Southwest Washington and throughout the Portland metro area.
The membership section outlines the membership qualifications and process as well as a list of current members. The leadership is found in the contacts section.
Education is provided through seven dinner meetings annually. Non-members may attend as guests of members.
Click on the images below to be directed to the National Association of of Estate Planners and Councils webpage or Washington State Bar Association: