Check Out Our Frequently Asked Questions (FAQs)!
Here are the answers to some of the frequently asked questions (FAQs) about the Estate Planning Seminar. Please reach out if you have additional questions.
What is the cost?
The cost is the same for in-person or virtual attendees. Space is limited to 400 in-person (we expect to sell out again) but unlimited of course online.
Early registration – $699 (July 15 – Aug 31, 2024)
Regular registration – $799 (Sept 1 – Nov 7, 2024)
In-Person attendees can purchase a printed coursebook for an additional $65. All registrants will receive an electronic coursebook.
Who Should Attend?
CPAs
Attorneys
Financial Planners
Professional Guardians
Trust and Fiduciary Advisors
Corporate Trust Specialists
Paralegals
Are there Continuing Education credits available?
Yes! Please refer to the Continuing Education Page for the most up to date information about CE Credits.
To obtain CE credits, attendees will need to complete and return the attendee reporting form (emailed to everyone at the conclusion of the event, found in the app, on the event website, and on the virtual platform) by November 14, 2024. Individuals not submitting a form by November 14, 2024 will not be reported by the Estate Planning Council to the CE boards and it will be their responsibility to self-report. If an attendee provides inaccurate information, it is the attendees responsibility to self report and make corrections.
EPC is applying for up to 14 CLE / CE Credits PLUS an additional 3 credits for On-Demand Sessions* for the following professions; more information will be available as credits are approved.
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Accountant (CPA)
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Attorney (CLE)
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Certified Financial Planner (CFP)
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Certified Professional Guardian (Washington)
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ABA Certified Trust and Fiduciary Advisor (CTFA)
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Certified Corporate Trust Specialist – CE (CCTS)
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Paralegal
*On demand sessions are not eligible for CPA Continuing Education credits.
Will there be food available?
Onsite attendees will enjoy buffet breakfasts and lunches as well as snack breaks each day. Thursday evening we will have a networking social with drinks and appetizers.
How does my firm become a sponsor?
Sponsor registration will open at the end of May, a link will be posted on the website. Refer to the sponsorship page to review the many options. Sponsors have the option to add a reduced fare exhibit space to their sponsorship as well.
How does my firm become an exhibitor?
We are offering 24 exhibit spaces this year and expect to sell out. Exhibitor registration will open mid June, a link will be posted on the website. Refer to the Exhibits page to review the full benefits.
How many years has the Seattle Estate Planning Seminar been hosted?
2025 is the 70th year that the seminar has been hosted.
How long will I have access to On Demand Sessions?
All in person sessions will be live streamed. Recordings of these sessions along with pre-recorded sessions will be available as on demand sessions until the end of the year. All registrants will receive instructions how to access the Virtual Platform.
I missed the deadline to submit my Attendee Reporting Form for CE credits, what do I do?
It is the responsibility of the attendee to submit the Attendee Reporting Form by the required due date (Nov. 14, 2024) in order to be included in the EPC reporting to the CE boards. If an attendee failed to submit the form or provides inaccurate information, it is the attendee’s responsibility to self report and make corrections.
Where can I find past conference agendas?
Visit our Past Event Info page to find past conference info & agendas: seattleestateplanningseminar.com/history
Where do I send the check?
Please send checks to:
Estate Planning Council of Seattle
2400 NW 80th Street
PMB #140
Seattle, WA 98117
What if I need to cancel my registration?
In person attendance is limited to 400 people. Anyone wanting to switch to a virtual registration can do so if received in writing by October 11th. After that date, no changes will be permitted and in-person registrants cannot switch to virtual registration. Every registrant will have access to on demand sessions within 2 hours of the seminar’s conclusion.
Cancellations for in person and virtual: Cancellation for a full refund minus $50 service fee will be accepted in writing by October 11th. After that date, no refunds are permitted.
I‘m a nursing mother, will there be a mother’s room?
Of course! Stop by the registration desk and one of the mom’s there will give you a key to a private room. We are also happy to store your bag at the registration desk, however we don’t have a fridge.