to the Estate Planning Council of Portland’s website. We are a non-profit organization with the objective of providing professional education to further the estate planning knowledge of our members. Our membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and southwest Washington.
The Membership tab outlines the complete membership qualifications and process as well as a list of current members and leadership.
Education is provided through six Mini-Seminars hosted throughout the year and an Annual Seminar which is full day and includes many national speakers. Non-members may attend Mini-Seminars as guest of members and the Annual Seminar is open to everyone.