Become A Member

Benefits of Membership

We offer monthly lunch meetings featuring regionally and nationally recognized speakers, helpful information about your field, and high quality estate planning information to help our members better serve their clients and their community.

  • Rural highway in the Willamette Valley of Oregon

What’s Included?

The Willamette Valley Estate Planning Council provides networking and continuing education opportunities to estate planning professionals in the Mid-Willamette Valley.

We offer monthly lunch meetings featuring regionally and nationally recognized speakers, helpful information about your field, and high quality estate planning information to help our members better serve their clients and their community.

Speaker materials are generally available on the website after the meetings and webinars.

Continuing education credits are available for CLE – Legal, CPA, CFP, and CTFA designations.

Our membership directory enables colleagues and clients to find knowledgeable professionals to assist with financial, tax, and estate planning issues, as well as trust and estate administration.

Categories

Membership Categories and Additional Requirements

Professional Membership

A minimum of five out of the last eight years of estate planning experience and a minimum of five years of being certified or licensed, immediately preceding the date of application, in any one or a combination of the membership disciplines.

Associate Membership​

A minimum of two of the last five years of estate planning experience and a minimum of two years of being certified or licensed, immediately preceding the date of application, in any one or a combination of the membership disciplines.

Apply Now for your WVEPC Membership

You may complete your application and submit it digitally via email, but you must also provide us with a printed and hand-signed copy.

Membership applicants must be sponsored by a current member.

Download the Application