Welcome to the homepage of the Tacoma Estate Planning Council, where professional leaders come together to educate and promote the Tacoma estate planning community.
The Estate Planning Council provides an educational and social forum for those professionals in Tacoma who are most active in personal estate planning and trust administration. The Council is composed of members chosen from applicants who are attorneys, Certified Public Accountants, Chartered Life Underwriters, trust officers, or others, such as planned giving professionals, whose professional focus is estate planning.
Any person interested in applying for membership in the Council must qualify as a member of one of the professional categories mentioned above or be engaged in other specific work relating to estate planning and must be recommended by two current members of the Tacoma Estate Planning Council.
Tacoma 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.