The Tallahassee Regional Estate Planning Council (TREPC) serves as a networking and educational resource for professionals who provide estate planning services to clients. The council is comprised of attorneys, certified public accountants, life insurance underwriters, financial planners, trust officers, as well as other professionals also providing services related to estate planning. TREPC assists its members in keeping abreast of laws and conditions affecting the field of estate planning and strives to enhance the knowledge of its members.

Each council year TREPC hosts eight events that consist of seven monthly meetings beginning in September and ending in April followed by a year end member social in May.

Membership Information

Annual Membership Application 

OPENS: August 1st            CLOSES: November 15th

After November 15th, TREPC meetings can be attended by paying a per meeting fee of $25.

Member Guests

Active members may invite a new guest to attend one meeting for free. The single meeting fee of $25 will apply to any additional guests a member is hosting.


If you are not a member and would like to learn about TREPC, you can register for a single using the button below.

Single Meeting Fee $25

2022-2023 Council Officers

Kelly OKeefe 1 e1658589972642

Kelly O'Keefe


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Max Solomon

Vice President

Jeremy King e1658589925210

Jeremy King


Dalisha Herring

Dalisha Herring


Rich Heitmeyer e1658589943224

Rich Heitmeyer

Immediate Past President