The Estate Planning Council of Pomona Valley, Inc., is comprised of a team of experienced professionals who work as attorneys-at-law, certififed public accountants, financial planners, life underwriters, and trust officers, appraisers and conservators. 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.
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.
