Membership Application

Criteria for all applicants are as follows:

• 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 (FOR ACTIVE MEMBERS ONLY; or equivalent work experience; OR • Less than (5) years of estate planning experience within the category you are applying (FOR ASSOCIATE MEMBERS ONLY); or equivalent work experience • and, Completion of Application:

The three page 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.


Review and Approval Process:

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

Office Information

Disciplines

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

Applicant Questionnaire




(Signature of applicant, if printing)
Date: Monday, December 05, 2022

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.