Estate Planning Council of Seattle

What Estate Planning Council of Seattle does

The Estate Planning Council of Seattle is a private, nonprofit professional membership association founded in 1940 and affiliated with the National Association of Estate Planners & Councils (NAEPC). It serves a multi-disciplinary community of approximately 234 estate planning professionals in the Seattle metropolitan area and broader Pacific Northwest, including attorneys, CPAs, trust officers, insurance professionals, financial planners, and planned giving specialists. The organization's stated mission is to inform the public on estate planning matters and to support cross-disciplinary collaboration among practitioners who help individuals achieve their estate planning goals.

The core offerings center on membership at $125 per year, which grants access to quarterly in-person dinner meetings at Seattle venues (Washington Athletic Club, World Trade Center Seattle, Sheraton Grand Seattle, T-Mobile Park's Trident Deck), monthly lunch-hour webinars, networking socials, joint events with East King County EPC, and a publicly searchable member directory. The flagship event is the 71st Annual Seattle Estate Planning Seminar, the premier Washington State continuing-education venue for CPAs, attorneys, CFPs, CTFAs, and paralegals, offering both in-person and virtual attendance. Additional products include the Fiduciary Handbook (3rd Edition), Estate Planning Guide (6th Edition), a Dealing with Death of a Loved One guide, quarterly e-newsletters, and access to the NAEPC Journal of Estate & Tax Planning.

The underlying technology stack is non-proprietary: a website built on the NAEPC membership management platform (council.naepc.org / epcseattle.org) provides member login, event registration, directory listings, and a document library. Events are delivered in-person at partner venues and via Zoom / NAEPC's Tradewing platform. Revenue is generated primarily from recurring annual membership dues ($125/member), supplemented by event registration fees (Member Socials at $25 member / $40 guest, $30 guest fees at quarterly dinner meetings) and Annual Seminar registration with early-bird and standard tiers plus sponsor/exhibitor revenue. Marketing is conducted through the website, a quarterly e-newsletter, LinkedIn, and Facebook. The organization is governed by an elected Board and Executive Committee and is operationally led by Executive Director Jenna Olson-Gebbie.

Name

Estate Planning Council of Seattle

Legal name

Estate Planning Council of Seattle

Website

https://epcseattle.org

Company type

Private

Founded year

1940

Operating status

Operating

Headcount range

1–10 employees

Short description

The Estate Planning Council of Seattle is a nonprofit professional membership association founded in 1940, serving approximately 234 multi-disciplinary estate planning practitioners (attorneys, CPAs, trust officers, financial planners, and insurance professionals) in the Seattle metro area through events, continuing education, and referral networking.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Professional membership association
• Estate planning education
• Continuing professional education
• Professional networking events
• Estate planning professionals

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Membership Dues: Annual membership dues of $125 per member provide the primary recurring revenue stream. Benefits include four quarterly dinner meetings and six webinars per year. Past presidents receive honorary life membership with no dues.
2. Event Registration Fees: Revenue generated from event attendance fees, including Member Social events ($25 for members, $40 for guests/East King County members) and guest fees at quarterly dinner meetings ($30). The 71st Annual Seattle Estate Planning Seminar offers early-bird and standard registration.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

The Estate Planning Council of Seattle is a private, nonprofit professional membership association founded in 1940 that serves estate planning practitioners in the Seattle metropolitan area. It sells annual memberships that grant access to quarterly in-person dinner meetings, monthly lunch-hour webinars, social/networking events, a public member directory, and the flagship 71st Annual Seattle Estate Planning Seminar. It also publishes the NAEPC Journal of Estate & Tax Planning and educational resources (Fiduciary Handbook, Estate Planning Guide) for its 234 members and the broader public.

Product overview

The Estate Planning Council of Seattle operates as a membership organization offering a unified suite of professional development and networking services for estate planning practitioners. The core offering consists of membership with access to the member directory, quarterly dinner meetings, monthly webinars, and the flagship 71st Annual Seattle Estate Planning Seminar. The organization publishes the NAEPC Journal of Estate & Tax Planning and provides educational publications including the Fiduciary Handbook and Estate Planning Guide. Events range from formal dinner meetings to casual networking socials and new Coffee Chat morning meetups. All services are designed to support multi-disciplinary collaboration among attorneys, CPAs, trust officers, insurance professionals, and financial planners in the Seattle area.

Differentiator

Problem solved

Functional benefit

Products and services

• EPC Seattle Membership Annual membership ($125/year) for estate planning professionals including attorneys, CPAs, trust officers, insurance professionals, and financial planners. Includes access to quarterly dinner meetings, monthly webinars, social events, the member directory, and educational publications.
• Educational Events Program
• 71st Annual Seattle Estate Planning Seminar Premier Washington State continuing education seminar in estate planning offering CE credits for CPAs, attorneys, CFPs, CTFAs, and paralegals. Held at Sheraton Grand Seattle with virtual attendance available.
• Member Directory
• Estate Planning Resources and Publications Educational resources including the Fiduciary Handbook (3rd Edition), Estate Planning Guide (6th Edition), Dealing with Death of a Loved One guide, and quarterly e-newsletters available to members and the public.

Quantifiable outcome

• 234 members across multiple disciplines
• +3 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core, flagship and minor.

• National Association of Estate Planners & Councils (NAEPC)coreStrategic or Co-development PartnerEPC Seattle is a local member council of NAEPC. This affiliation is the organization's primary structural relationship, providing access to the AEP (Accredited Estate Planner) designation program, the NAEPC Journal of Estate & Tax Planning, national webinars (Tradewing platform), the Robert G. Alexander Webinar Series, the Estate Planners Forum, membership management infrastructure, and continuing education programming. Membership in EPC Seattle can fulfill the local council affiliation requirement for AEP designation eligibility. NAEPC national office can be contacted at 866-226-2224.
• East King County Estate Planning CouncilflagshipStrategic or Co-development PartnerEPC Seattle partners with the East King County Estate Planning Council for joint social and networking events, including the Fall Social and Winter Joint Social. These events are open to members of both councils and serve as a key networking opportunity bridging the two regional estate planning communities.
• University of Washington Law SchoolminorOthersEPC Seattle Executive Committee member Tandilyn Cain is attending UW Law School, creating a student connection and ambassador role for the organization. The council also sponsors law students to attend the Annual Estate Planning Seminar as part of outreach to the next generation of estate planning professionals.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Chicago Estate Planning Council: A NAEPC-affiliated local council serving Chicago-area estate planning professionals with member dinners, educational events, and an annual seminar. Directly comparable in mission, structure, and programming cadence to EPC Seattle.
• Boston Estate Planning Council: One of the longest-running NAEPC-affiliated local estate planning councils in the U.S., serving Boston-area attorneys, CPAs, trust officers, and financial planners. Operates the same multi-disciplinary council model as EPC Seattle and is a direct structural template peer.
• Los Angeles Estate Planning Council: A NAEPC-affiliated local council serving the greater Los Angeles estate planning community. Same multi-disciplinary member model, dues structure, and event programming as EPC Seattle, but at a larger scale and in a different regional market.
• New York Estate Planning Council: A NAEPC-affiliated local council representing one of the largest concentrations of estate planning professionals in the U.S. Same multi-disciplinary, member-funded council model as EPC Seattle, operating at materially larger scale in a different geography.
• San Francisco Estate Planning Council: A NAEPC-affiliated local council serving Bay Area estate planning professionals. Closely comparable to EPC Seattle in mission, programming (dinners, webinars, annual seminar), and Pacific Coast regional positioning.
• East King County Estate Planning Council: A neighboring local estate planning council in the East King County (greater Seattle) area that EPC Seattle partners with for joint social and networking events (Fall Social, Winter Joint Social). It directly competes for the same Seattle-area estate planning professionals as members.

Broad incumbents

• American College of Trust and Estate Counsel (ACTEC): A national, invitation-only professional association of trust and estate attorneys. ACTEC operates in the same estate planning professional space as EPC Seattle but at a more elite attorney-focused level, making it a relevant incumbent peer for cross-disciplinary programming and member overlap.
• National Association of Estate Planners & Councils (NAEPC): The national umbrella organization for estate planning councils. EPC Seattle is an affiliated local chapter; NAEPC provides the AEP designation pathway, national webinars (Tradewing), the NAEPC Journal, and shared membership infrastructure, making it the closest strategic and structural peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/epcseattle
• LinkedInlinkedin.com/company/estate-planning-council-of-seattle

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Estate Planning Council of Seattle