Northwest Washington Estate Planning Council is an interdisciplinary organization for persons involved professionally in estate planning in northwestern Washington. Our Estate Planning Council is excited to have been named a 5-Star Council by the National Association of Estate Planners & Councils for 2017, our second year in a row!
The mission of the council is to provide quality education for its members; to enhance understanding of the various professions represented by the council; and to foster collegiality among its members. Disciplines represented in the Council include trust and financial advisors and planners, insurance professionals, trust officers, attorneys, accountants, charitable organizations, and other persons engaged in estate planning.
The mission of the council is to provide quality education for its members; to enhance understanding of the various professions represented by the council; and to foster collegiality among its members. Disciplines represented in the Council include trust and financial advisors and planners, insurance professionals, trust officers, attorneys, accountants, charitable organizations, and other persons engaged in estate planning.
Services
Thank you for visiting the website of the Northwest Washington Estate Planning Council (NWEPC). NWEPC is an association of estate planners in northwest Washington, formed in 1966 to provide educational and networking opportunities to its members. The group has been very active over its many years of existence, and currently provides opportunities on a regular basis to its members to meet, earn continuing education credit, and market services.
Paula holds a Finance Degree from the Wharton School, University of Pennsylvania and an MBA from the University of California at Berkeley. She is a member of the Washington Society of CPAs, and the National Society of Tax Professionals. Paula is on the board of the National College Advocacy Group (NCAG) whose mission is to respond to the challenges facing college bound students and their families.
The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC.
If you have questions about membership, please contact our Membership Director, Colin Morrow, directly at cmorrow@carmichaelclark.com. Upon completion of your membership application, please forward this completed application to our Executive Assistant, Cindy Pennington at cindy@bayviewsupport.com. She will forward this completed application to the NWEPC board for consideration at its next regularly scheduled board meeting.
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