Jay Robinson-Duff | First American Trust | 858.410.5755

Membership Packet

If you are eligible for membership, we would love for you to join the Estate Planning Council of San Diego! Apply with our Online Membership Application form under the ABOUT tab.


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.