About - Additional Information
Mission
The Mission of the Council is to promote the multi-disciplinary and holistic approach to estate planning by supporting its Members, encouraging cooperation among Members to create a thorough and complete estate plan for clients, and providing education and learning opportunities for Members, and to increase public awareness of the importance of estate planning by a team of professional advisors.
Vision and Objectives
The Council seeks to provide opportunities for education and learning for its Members and, where appropriate, the general public so as to promote proper estate planning methods and to provide confidence and guidance in the estate planning process.
Purposes
The specific purposes of the Council are:
- To serve the best interests of the public by providing current information to its Members, bringing Members together to share insights, collaborate in new developments, and to promote and enhance the welfare, ethical standards, and best interests of Council and its Members
- To establish and maintain a common meeting ground and medium for communication among Council Members, and to promote understanding and harmony among them and with the general public
- To improve the stature of the Council and its Members through self-discipline and educational programs, and to improve their qualifications to serve the public and, particularly, their clients
- To encourage talented students with high potential to enter the field of estate planning by mentoring and/or sponsoring and implementing vocational guidance and scholarship programs
- To promote standards of excellence in its Members
- To encourage Members in obtaining accreditation as an "Accredited Estate Planner" by the National Association of Estate Planners and Councils and/or as an “Estate Planning Law Specialist” by the Estate Law Specialist Board.
Diversity, Equity, and Inclusion Statement
At the Spokane Estate Planning Council, we recognize that diverse perspectives strengthen our profession and our community. We are committed to fostering a culture of inclusion that welcomes and respects the contributions of all individuals - regardless of race, ethnicity, gender, age, religion, ability, sexual orientation, socio-economic background, veteran status, disability or professional discipline.
We believe that equitable access to professional opportunities and leadership roles enriches that quality of estate planning services and enhances the collaborative spirit among attorneys, accountnats, financial advisors, trust officers, nonprofit professionals, and others in our field.
To that end, SEPC strives to:
- Promot a strong representation in each of our membership categories
- Cultivate a welcoming environment for all professionals engaged in estate planning
- Offer educational programming that reflects diverse client needs and perspectives
We believe that through intentional action and reflection, we can build a council that represents and serves the full richness of the Spokane region.
