Welcome to the Estate Planning Council of Portland

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.
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The Benefits of Membership

  • Education
  • Networking
  • Value Partner Discounts & Resources

The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, process, or service offered to its membership.

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The 54th Annual Estate Planning Seminar will be a one-day event at the Oregon Convention Center; and is the region's largest and most important continuing education event for professionals in the estate planning field.

 

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Affiliated with

National Association of Estate Planners & Council

For the Public

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

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For Professionals

For information regarding joining the council, please visit the "membership" tab.

For more information regarding accreditations, NAEPC events, and educational journals, click here.