The San Francisco Estate Planning Council is a highly recognized interdisciplinary organization established in 1953 for San Francisco professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction.

The Council has five (5) dinner meetings each year…this fiscal year we will meet on September 20th, November 16th, January 18th, March 20th, and May 16th. We meet at The Omni Hotel, 500 California Street at Montgomery. Council members and their guests may attend the meetings. At each meeting, we have a speaker who discusses a relevant topic.

This year, on Friday, November 4th - your council will host an all day conference with Golden Gate University - watch your mailboxes for more information.

The Council’s Bylaws provide for six membership categories: (1) Accountant, (2) Attorney, (3) Financial Services Provider, (4) Trust Officer, (5) At Large and (6) Academic.

Council Office: 781 McKean Place, Concord, CA 94518
Phone: 925.686.4819
Fax: 925.680.9020