About Us

OUR MEMBERSHIP: Orange Coast Estate Planning Council is comprised of estate planning professionals who work or reside in Orange County: attorneys, certified public accountants, chartered life underwriters, financial planners, trust officers, and other allied estate planning professionals who have a minimum of 5 years experience in the field and devote a significant portion of their practice to estate planning.

SERVICES AND BENEFITS:

  • Convenient and informative meetings six times per year,
  • Networking opportunities during pre-meeting social hour,
  • Unique educational seminars, presentations, and programs,
  • Benefits of a member council to the National Association of Estate Planners and Councils,
  • Modest annual membership fee.

The General Membership Dinner Meetings for members and their guests are held on the fourth Tuesday of January, March, May, July, September, and the third Tuesday in November each calendar year. The Council meets at the Pacific Club, 4110 MacArthur Boulevard, Newport Beach 92660. To make a reservation or have questions, please contact the Council office at (714) 441-8951, ext. 4, or admin@orangecountyepc.org.

TO LEARN more about the Council and its specific membership requirements, contact the administrative office at (714) 441-8951, ext. 4, or admin@orangecountyepc.org.