Welcome to the Fresno Estate Planning Council website!

 

A Special Thank You to the Council's Platinum Sponsors Listed Here!

Since 1958, the Fresno Estate Planning Council has served to bring together certified public accountants, attorneys at law, chartered life underwriters and accredited financial planners who are dedicated to common goals of fellowship, education, and competent and ethical client service. Membership is carefully selected from professionals in California’s Central Valley who pool their knowledge and technical expertise for their mutual benefit and for the benefit of their clients.

 

If you are a qualified estate planning professional, you are invited to submit an application for membership. See the "Application Form" for requirements.

 

If you are seeking an estate planning professional, please go to our "Member Directory" page.

 

To learn more about the Fresno Estate Planning Council, please click "About Us". For more information, please feel welcome to contact any Board Member or send an email.

 

 We appreciate your interest in our organization.

 

 

 

 


Fresno Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.