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Call Us: (415) 745-1417

  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council
  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council

About Us

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 (2022-2023) we will meet on September 28th, November 16th, January 18th, March 15th and May 17th. The September meeting will be held at the Omni Hotel, 500 California Street, San Francisco. See the meeting Newsletter for subsequent meeting locations. 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) Financial Services Provider, (4) Trust Officer, (5) At Large and (6) Academic.

Council Office Location

268 Bush St., #4222, San Francisco, CA 94104
Phone: 415-745-1417

info@sfepc.org

Contact Us

268 Bush Street, #4222
San Francisco, CA 94104

(415) 745-1417

info@sfepc.org

Get In Touch

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Recent Events

  • Wednesday, March 17, 2021
  • Wednesday, May 19, 2021
  • Friday, June 4, 2021
  • Wednesday, September 22, 2021
  • Wednesday, November 17, 2021
  • Wednesday, January 19, 2022
  • Wednesday, March 16, 2022
  • Wednesday, May 18, 2022
  • Wednesday, September 28, 2022
  • Wednesday, November 16, 2022
  • Wednesday, January 18, 2023
  • Wednesday, March 15, 2023
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