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.

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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.

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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.

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

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

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

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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.