Our Mission
The South Bay Estate Planning Council is a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation.
About the Organization and Its Members
The Council is devoted to the betterment of the professional skills of its members, through education and the sharing of information about changes in the law, issues of importance to clients, legal and financial strategies, the drafting of documents and the preparation of tax returns.
Members range from those with three years of experience to well-known, seasoned practitioners with established speaking and writing credentials. They include attorneys, certified public accountants, certified financial planners, insurance professionals and allied professionals.
Many members of the South Bay Estate Planning Council work exclusively with estate planning issues. These issues include planning for clients’ lifetime care (physically and financially) and the disposition of assets following death in keeping with clients’ wishes, the administration of trusts and estates and pertinent tax issues that arise. Tax issues include gift, estate, generation-skipping transfer, income and property tax considerations.
Membership
We are looking to grow our membership by adding qualified candidates who work in the field of estate planning in the following disciplines: attorney, financial advisor/wealth manager, accountant, private professional fiduciary, certified care manager, and life insurance professional.
We also welcome resource members in affiliated areas (e.g. appraisals and valuation, banking and lending, and sales of real and personal property). However, resource members may comprise no more than 30% of the total membership. Based on membership as of January 29. 2026, there are 7 openings for resource members.
We now have an entity membership category which might benefit existing General Members as well as General Member Applicants. If there is more than one person in your business who you think would benefit from being able to attend and participate in SBEPC activities, please considder an entity membership.
Please see our Membership Page and the Membership Application for additional information about membership. Contact Executive Director Ange McDonald at angela@realinterest.net if you have any questions about membership.
Notice to non-member visitors to the website:
Each member’s biography was provided by the member. Its listing here does not constitute an endorsement by the South Bay Estate Planning Council. It is important that you interview a member before retaining him or her as an advisor and verify his or her credentials independent of the information contained on this web site.
South Bay Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
