Welcome to the Estate Planning Council of Diablo Valley

The Estate Planning Council of Diablo Valley was founded over 50 years ago with over 60 members and a vision. 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 on the third Wednesday of each month, September through May unless otherwise indicated. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning.

Featured Member

Our Sponsors

Upcoming Events

Special Thanks to our Member Supporters

C. Joseph Doherty, Esq.

Gagen McCoy

Robert Gewecke, CFP®
BMO Private Wealth

Heather Hamilton
Fiduciary Accounting Services, LLC

Kirsten Howe, Esq. 

Absolute Trust Counsel

Kyle Johnston, Esq.

Bank of America Private Bank

Art Lotti

Custom Moving & Hauling

Ron Melvin
Keller Willliams Realty

Elizabeth Mintzer, CFP®

Rainer Wealth Management

Stacie Nelson, Esq.

Holland and Knight

Lawrence Olin, CFP®
The Olin Financial Group

Frank Paré, CFP®, ChSNC®
PF Wealth Management

Bert Payne, CPA, FCA, CGMA

Insurance Review Services

Lisa Soloway, CLPF
Soloway Fiduciaries, Inc. 

Tiffany Sutton-McFarland


Michael Strohl, CFP®

Open Advisors

Steve Way, CLU®, ChFC®

Way Financial

Matt Weaver, CFA

Fremont Bank

Christina Weed, Esq., LL.M. (Taxation)

Weed Law Group, PC

Will Wollesen, Esq.

 Hall Law Group LLP 

Powered by Wild Apricot Membership Software