Welcome to the Estate Planning Council of Diablo Valley

The Estate Planning Council of Diablo Valley was founded over 30 years ago with over 60 members and a vision. We are now over 140 members strong! Our mission is to provide opportunities for the practitioners of multiple disciplines to meet for education designed to improve the level of proficiency regarding estate planning, as well as to foster relationships.


The Council meets at the Lafayette Park Hotel on the third Wednesday of each month, September through June. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning.


We are now offering advertising opportunities in our membership directory. Please use the following link for more info. ADVERTISING

Special Thanks to our Member Supporters
Craig Casavant - New Vintage Mortgage Services

Joseph Doherty - Gagen McCoy

Jamshed Gandi - RINA Accountancy Corporation

Heather Hamilton - Fiduciary Accounting Services, LLC

Kirsten Howe - Absolute Trust Counsel

Stephen Lovell - Lovell Wealth Management

Jean Claude (JJ) Mallein Jr. - Syntero Group

Stacie Nelson - Holland Knight LP

Sarah Nix - Gagen McCoy

Gabriela Odell - Gabriela Odell, Esq.
Withbert Payne - Insurance Review Services

Nathan Peruman - Velco Appraisal Services

Joy Puyear - Intersect Capital, LLC

Margaret Schopp - Schopp & Co. An Accountancy Corporation

Lisa Soloway - Soloway Fiduciaries, Inc.

Michael Strohl - Open Advisors

Francesca Vogel - Home Care Assistance

Steven Way - Way Financial

Dayna Wilson - Keller Williams Realty-East Bay

Geoffrey Zimmerman - Zimmerman Wealth Advisory Group LLC