Membership Application

The application must be completed and submitted to the address below. As part of the application process, each applicant must be referred by a minimum of two current Council members who are personally acquainted with the applicant and are knowledgeable about the applicant's work, skills and experience. One of the applicant referrals must be from the same membership category as the applicant. The other cannot be from the same category. Applicant referrals will be sent an email by the Administrator or Membership Chair. Applicants are responsible for providing the correct referral contact information.

Upon receipt of completed application and two applicant referrals, the Executive Board will review the candidate’s submission. A decision to accept or decline the application will be made at this time. Applicants who are declined will receive written notification. Approved applicants will be listed on the next general meeting information sheet. Any member having an objection to the applicant’s membership is instructed to contact an Executive Board member to confidentially discuss their concerns. If no objections are made, the proposed member will be approved for membership, subject to category limitation, at the next general meeting.

Once approved, the member will be sent written notification and a formal offer to join the EPCSD. Upon receipt of written confirmation of acceptance, the Administrator will send a Membership packet which includes the current Member Roster, meeting dates for the year, and a copy of the EPCSD Bylaws. The new member will immediately be added to the Roster and mailing lists to receive all future meeting and event announcements. This information can be mailed, faxed or sent via email, at the preference of the member.

This application for membership in the Estate Planning Council of San Diego will be given careful consideration by the Membership Committee. The candidate should be thorough and complete in answering the questions and demonstrating his or her qualifications and experience in the estate planning field.

CANDIDATE: Please be sure you have met the following general requirements for membership prior to submitting your application for consideration: Bachelor’s degree from an accredited four-year college or university; or equivalent work experience; At least five (5) years of estate planning experience within the category you are applying; or Equivalent work experience.

Fill in the information below to apply for Estate Planning Council of San Diego membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire

Type of Membership for which you are applying:

Active Member (greater than 5 years’ experience)

Associate member (less than 5 years’ experience)

Title/Position

Date of Employment

Nature of Work (share what you do)

Previous Employment -Please share other positions you have held during the past ten years: 1. Name of Employer

1. Dates of Employment

1. Title/Position

1. Nature of Work (share what you did)

2. Name of Employer

2. Dates of Employment

2. Title/Position

2. Nature of Work (share what you did)

Educational Background: Name of College

Degree

Year You Graduated

Post Graduate School

Degree

Year You Graduated

Licenses, Certifications, Registrations, Designations: (JD, CPA, CLU, ChFc, ChFA, CFP, RIA, CTFA AEP, etc.)

Professional Associations: Honors, Club Memberships, Fraternities, Publications, Community Activities, etc.

State your experience in the estate planning field and indicate why you feel this experience qualifies you for membership in this organization.

Criminal History: Have you ever been convicted of a crime?

Yes

If YES, please explain

Have any claims ever been made against you (whether or not resulting in suit) for fraud, misrepresentation or other misconduct in your professional capacity?

Yes

If YES, please explain

Applicant Referrals - The bylaws provide that each applicant must be referred by a minimum of two current Council members who are personally acquainted with the applicant. One of the applicant referrals below must be from the same membership category as the applicant. Both cannot be from the same category. The applicant holds the referral and the Estate Planning Council harmless from the result of the applicant referral's responses: 1. Name of Applicant Referral

1. Email of Applicant Referral

1. Phone Number of Applicant Referral

1. Applicant Referral Category (CPA, Attorney, Planned Giving, etc.)

2. Name of Applicant Referral

2. Email of Applicant Referral

2. Phone Number of Applicant Referral

2. Applicant Referral Category (CPA, Attorney, Planned Giving, etc.)

E-Signature - By typing your name in the box you are acknowledging all the information above is accurate.

(Signature of applicant, if printing)
Date: Friday, April 19, 2024

Please contact administrator@epcsd.org with questions about council membership.

Estate Planning Council of San Diego 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.

Personal Information

Office Information

Disciplines

Applicant Questionnaire

UPCOMING EVENTS

National Association of Estate Planners & Councils