Welcome to 
Peninsula Estate Planning Council

President's Message

Dear PEPC Community Members,

I am honored to serve as President of the Peninsula Estate Planning Council for the 2026–2027 term and look forward to working with our Board of Directors to continue building on PEPC’s strong foundation.

PEPC is a thriving, multi-disciplinary community dedicated to a holistic approach to estate and wealth planning. Our members include attorneys, accountants, trust officers, wealth advisors, fiduciaries, insurance , long-term care specialists, real estate professionals, and other allied advisors who share a commitment to providing exceptional service to clients and their families.

My goal is to continue positioning PEPC as the premier estate planning organization on the Peninsula by offering high-quality educational programs, meaningful networking opportunities, and valuable professional connections that foster collaboration and growth.

Our monthly meetings, networking events, Giants Game, and Annual Summer Social provide opportunities to learn, build relationships, and strengthen our professional community.

Thank you to our returning members for your continued support, and welcome to our new members. I encourage everyone to get involved, attend events, expand your network, and help make this an outstanding year for PEPC.

I look forward to meeting and working with all of you.

Warm regards,

Rachel Ni
President, 2026–2027
Peninsula Estate Planning Council (PEPC)


ABOUT US

PEPC provides an educational and social forum for those professionals on the Peninsula in the San Francisco Bay Area who are most active in personal estate and financial planning. We are an affiliate of the National Association of Estate Planners and Councils and are an approved California State Bar Continuing Legal Education (MCLE) provider.

We have over 100 members and our regular dinner programs and networking meetings are well-attended, fun and educational.
 
Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership. 

Meetings take place at the Elks Lodge, San Mateo during the first week of most months. 


NAEPC

As an affiliate of the National Association of Estate Planners & Councils (NAEPC), your membership in PEPC brings you into a larger community consisting of over 26,000 members nationwide.

Through that affiliation, we offer a variety of discounts and special offers on:

  • Software
  • Subscriptions and publications, including NAEPC Journal of Estate & Tax Planning
  • Marketing and website design services
  • Presentation materials & office supplies
  • Other benefits, programs & services.

You may request more information from the PEPC Executive Administrator:  info@peninsulaestateplanningcouncil.org


Copyright 2026 Peninsula Estate Planning Council
Peninsula Estate Planning Council is a 501(c)6 non-profit organization. 980 David Road, Burlingame, CA 94010

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