Message from the President

 

Dear Members and Guests:

Thank you for visiting the official website of the Estate Planning Council of Seattle. This website’s purpose is twofold: to keep members of Seattle’s estate planning community informed about upcoming Council events and to help members of the public find resources and professionals who will answer questions and provide reliable estate planning advice. 

The Estate Planning Council is in its 79th year of providing technical training to our members and assistance and education to the public. Our members are local attorneys, CPAs, trust officers, planned giving officers, insurance professionals, financial planners and other members of the estate planning community dedicated to helping individuals identify and implement their legacy. 

Our signature events include four quarterly dinners and the annual Estate Planning Seminar. For these events, we recruit top-quality speakers from all over the country to educate our members on timely and important topics in the estate planning world. Additionally, we provide access to periodic webinars on specific technical topics. 

We also provide education and unbiased information to the public. Publications such as, “A Guide to Estate Planning,” “The Fiduciary’s Handbook,” and “Dealing with the Death of a Loved One,” are available on this website. We publish an annual Estate Planning Supplement in the Puget Sound Business Journal with articles designed to educate the public on relevant estate-planning topics.

You’ll find more information on our council and its members on the site, as well as events planned for the season, our membership application and a listing of membership criteria, and useful estate-planning related website links.

I look forward to serving as your Council’s President for the 2019 – 2020 year, and to seeing our members at upcoming meetings and events. 

Regards,

Kathryn Haggitt Fisher, CFP®