About Us

Who We Are: 

The North County Estate Planning Council - San Diego is the preeminent estate planning council in San Diego, drawing the top planners in San Diego, Orange, and Riverside Counties.  

Our Meetings: 

Our meetings feature timely, relevant, detailed, and cutting edge presentations by top speakers in a collegial atmosphere addressing a broad range of topics from estate and charitable planning, wealth and legacy planning, family business succession planning, business exit planning, and business value enhancement planning, amongst others.

Our Mission: 

As member Council of the National Association of Estate Planners & Councils (NAEPC), our Council’s mission is to encourage and cultivate interdisciplinary collaboration, education, and networking between the core professional disciplines (JD, CPA, CLU, CFP®, and Trust Officers) as well as others in this planning arena; and to serve the north San Diego County community by increasing public awareness of the need for competent estate planning.