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.
Sign me up!
 

The Benefits of Membership

Education
Expand your knowledge and stay current on developments affecting the estate planning profession.

Networking
Build relationships with professionals from across the estate planning community.

Value Partner Discounts and Resources
Members have access to discounts and resources offered through the National Association of Estate Planners & Councils (NAEPC) Value Partners program.

NAEPC provides its Value Partners program as a resource for designees, affiliated local estate planning councils, and their members. Reference to 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.

Membership Dues and Benefits

Annual membership dues are $250 and include:

  • Complimentary registration for four mini-seminars
  • Complimentary registration for the Annual Dinner Meeting
  • Reduced registration fees for the Annual Seminar

Questions and completed applications may be emailed to [email protected].
 


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.

Click Here to Learn More
  

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.