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

Joseph Doherty - Gagen McCoy

Jessica Franke - Rubens Partners LLP

Jamshed Gandi - RINA Accountancy Corp.

Heather HamiltonFiduciary Accounting Services, LLC

Kirsten Howe - Absolute Trust Counsel

Robert Jacques - Destination Wealth Management

Jeff Judson - Northwestern Mutual

Michael Low - Doyle Low LLP

Stacie Nelson - Holland Knight LP

Gabriela Odell - Gabriela Odell, Esq.

Withbert Payne - Insurance Review Services
Joy Puyear - Intersect Capital, LLC

Richard San Vicente - 
Mutual of Omaha-Reverse Mortgage Division

Mark Shaw - Remax Accord

Lisa Soloway - Soloway Fiduciaries, Inc.

Michael Strohl - Open Advisors

Nancy Tredwell - Bedell Frazier Investment Counseling

Steven Way - Way Financial

Dayna Wilson - Dayna Wilson Real Estate Team @ Keller Williams Realty

Geoffrey Zimmerman - Zimmerman Wealth Advisory Group LLC