WHO WE ARE

As the Central Oregon Estate Planning Council, we're a diverse coalition of experienced professionals dedicated to empowering each other to deliver exceptional client service.

Through quarterly meetings with expert guest speakers sharing educational presentations and solutions, we elevate our collective knowledge and find innovative ways to help our clients. Together, we gain access to cutting-edge insights, build valuable connections, and shape the future of estate planning in Central Oregon.

"More than just knowledge, it's a community: Join the Central Oregon Estate Planning Council and connect with experts, elevate your practice, and empower your clients"