About Us


The Estate Planning Council of San Bernardino is an interdisciplinary organization for professionals involved in estate planning.


The Estate Planning Council of San Bernardino strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, Financial Planner, Planned Giving Professional and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines.


The Council meets 8 times a year (September, October, December, January, February, March, April and May) from 11:45 a.m. – 1:15 p.m. on the 3rd WEDNESDAY of the month.  The council does not meet in November so that members may attend the Inland Empire Estate Planning Seminar to be held on Wednesday, November 10, 2021.


Platinum, Gold, and Silver Sponsorships are available.  

Please click on the link below for more information and to see the list of our additional Sponsors.