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 17th, November 19th, January 22 (Thursday), March 18th, and May 20th (generally on the third Wednesday). We typically 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.

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

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