2023 Member Application Forms

EPCFC 2023 Member Application - Annual Dues of $220 will be required once application is approved. All new member applications must be approved by a majority vote of the Board of Directors after review for approval by the Membership Committee.

Applicant Questionnaire

Appropriate Membership Category for which you are applying:

Attorney

CLU, CFP, CFC

CPA or Accountant

Bank Trust Officer/ Bank officer involved in Estate Planning

Associate - involved in Estate Planning but do not hold designations listed above. (Agents, Advisors

Affiliate - Other professionals who support the goals, objectives and methods of EPCFC

Representative of charitable organization or foundation who use estate planning as means of funding

I am a member in good standing of the : (please provide your professional association)

In what capacity are you involved in Estate Planning?

Recommended by: (please list two persons with contact information we can contact) *If a member of the EPCFC referred you please note that here

(Signature of applicant, if printing)
Date: Saturday, September 23, 2023

Please contact epcfuncoast@gmail.com with questions about council membership.

ESTATE PLANNING COUNCIL OF THE FUN COAST