The Estate Planning Council of Pomona Valley, Inc., is constituted by a proficient team of seasoned professionals, including attorneys-at-law, certified public accountants, financial planners, life underwriters, trust officers, real estate professionals, appraisers, and conservators. Our council members specialize in facilitating the ongoing process of accumulating, conserving, and transferring assets in a manner that optimally achieves your objectives.
Estate Planning Council of Pomona Valley, Inc. 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.
