Welcome to the San Joaquin Estate Planning Council!

The San Joaquin Estate Planning Council provides an educational and social forum for professionals active in the estate planning field. We admit to membership attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals.

Our website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning. For example, you will be able to link to other sites providing more information about our members and the services they offer by clicking on the member directory. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.

We are an affiliate of the National Association of Estate Planners and Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards, and are an approved California State Bar Continuing Legal Education (MCLE) provider.

If you are interested in joining us, please go to our “Join” page for more information.

If you are seeking an estate planning professional, please go to our “Members" directory page.

To learn more about the San Joaquin Estate Planning Council, please click “About Us."

For more information, please feel welcome to contact any Board Member or send an email. Thank you for your interest in the San Joaquin Estate Planning Council.

 

All Member Meetings

Due to Covid-19, the modality of the meeting may change due to government advisory.

If the meeting is in person, we will meet at the Stockton Golf Country Club
at 5:30 pm- 8 pm

If the meeting is on Zoom, we will meet online at 5 pm.

Membership Meetings:

(Third Wednesday, every other month)

Held on Zoom

September 21, 2022- Mix and Mingle

November 16, 2022
January 18, 2023
March 15, 2023

May 17, 2023
 

 

Copyright © 2014 San Joaquin Estate Planning Council –C-Corporation tax ID # 47-1493625