Dear Council Members,

As we all know, the world is in the midst of a pandemic. Situations are changing rapidly, laws are changing daily, and people are full of fear and panic.

It is times like these that we need to remind the public that our professions are essential and that we are a resource of which they need to take advantage. We also need to remind ourselves and each other to take advantage of all resources available to us, including this Council.

In the days and weeks ahead, remember that community is a source of strength. Don’t hesitate to reach out and connect with one another for ideas and resources.  Our Council’s membership directory is available online through your member login portal.  This Council exists to support us all in our endeavors and in times like these we need each other more than ever.

We value and appreciate your membership in the Council.  Thank you for contributing to our community; stay safe and stay well.

Juan Ros, CFP®, AEP®
2020 President

Our CVEPC Sponsor Comfort Keepers Home Care is recognized as an essential service for keeping the seniors in our community safe and at home. Click here for more information on their services at this time.

The Mission of the Conejo Valley Estate Planning Council is to promote the highest quality estate planning services – by developing and improving the capabilities of Council members, fostering cooperation among its professional disciplines, and familiarizing the public with estate planning matters.

As a member of the National Association of Estate Planners & Councils (NAEPC), our particular focus is on:

  • Law

  • Accounting

  • Financial Planning / Wealth Advising

  • Life Insurance

  • Trust and Fiduciary Services

  • Philanthropic Planning

As a member of the Conejo Valley Estate Planning Council, you receive:

  • Complimentary registration to the annual Through the Looking Glass all-day estate planning symposium
  • Complimentary subscription to Leimberg Information Services
  • Five educational program meetings per year (in addition to Through the Looking Glass), with continuing education credit for attorneys, CPAs, CFP® designees, and AEP® designees
  • Camaraderie and networking with other like-minded professionals
  • Access to NAEPC member benefits
  • Subscription to Journal of Estate & Tax Planning
  • And much more!

Apply for membership today by clicking here!




Conejo Valley Estate Planning Council 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.