Thomas Financial Strategies

Welcome to the Eugene Estate Planning Council

The Eugene Estate Planning Council (EEPC) is a non-profit organization that brings together estate planning professionals from Eugene, Springfield, and Lane County. Our members include attorneys, accountants, life underwriters, planned giving officers, trust officers, and certified financial planners. With a diverse membership of over 70 professionals, EEPC offers a unique platform for education, discussion, and networking within the estate planning community.

Interdisciplinary Aspects of Estate Planning

At EEPC, we believe in the importance of an interdisciplinary approach to estate planning. By fostering collaboration and communication among various estate planning professionals, we strive to create comprehensive and tailored solutions for our clients. Our council members work together to share knowledge, best practices, and innovative strategies, ultimately delivering superior services and maintaining the highest standards of integrity in the estate planning industry.

Meetings and Educational Opportunities

Hosting six meetings annually, EEPC offers engaged members the chance to earn up to 8 hours of Continuing Legal Education (CLE) and Continuing Professional Education (CPE) credits. These events feature experienced and knowledgeable speakers addressing pertinent topics that keep our members' skills and knowledge bases current. Networking opportunities are also an integral part of our meetings, giving members the chance to connect and collaborate with other estate planning professionals from the Eugene-Springfield area and beyond.

Affiliation with National Association of Estate Planners & Councils

EEPC is proudly affiliated with the National Association of Estate Planners & Councils (NAEPC). This affiliation offers various benefits, including the opportunity for our members to apply for the Accredited Estate Planner (AEP) designation. This esteemed designation is held by fewer than 5,000 professionals nationwide and underscores our members' commitment to excellence in estate planning. To learn more about the AEP designation, please contact the national office at 866-226-2224.

Sponsors and Resources

Our council appreciates the support of our sponsors, who help make EEPC's events and activities possible. The council provides various resources and documents for members, including a member directory, leadership information, and membership benefits. To access these resources, please visit the appropriate sections on our website.

Joining the Eugene Estate Planning Council

Joining EEPC offers numerous benefits, including access to a diverse network of estate planning professionals, educational opportunities, and the ability to fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner (AEP) designee. To apply for membership, please visit the Membership Application Form page. Current members can access their benefits, renew their membership, and update their information through the Member Renewal page.

Stay Connected and Informed

EEPC encourages our members and non-members to stay connected and informed about upcoming events and activities. You can join our mailing list or follow us on social media for updates and news. To join the mailing list, just click on the link at the bottom of this page.

We look forward to having you as a part of our thriving and passionate estate planning community. Together, we can make a significant difference in the lives of those seeking guidance and support in safeguarding their assets, planning for the future, and protecting their loved ones.