About Us
The Estate Planning Council of Pomona Valley, Inc., is comprised of a team of experienced professionals who work as attorneys-at-law, certified public accountants, financial planners, life underwriters, and trust officers. Members of the council specialize in assisting with the continuing process of accumulating, conserving and transferring assets in a manner that most effectively accomplishes your objectives.
The process of preparing your estate for your heirs may seem complicated and confusing. However, council members are prepared to simplify the process.
You are invited to take advantage of the expertise of council members for your estate planning needs by calling any officer, director or member. The person you contact will be happy to set up an appointment or refer you to a planning professional who can discuss your objectives and how best to meet them.
The council meets on the fourth Tuesday of the month at Walter's Restaurant located at 310 North Yale Ave, Claremont, CA 91711 . Check the website calendar for schedules.
