Membership Information

The council fosters respect and intelligent communication between professionals in estate planning and with the public. Of concern are public perceptions of estate planning and credentials, standards and high professional levels for planners.


The following professionals actively practicing estate planning for a minimum of three years may apply for membership – with credentials, respectively, of:

  • Trust officer, or certified trust and financial advisor;
  • Member of the bar;
  • Certified life underwriter;
  • Certified public accountant, registered public accountant, or enrolled agent with the IRS;
  • Senior level non-profit development director;
  • Certified fund raising executive;
  • Licensed actuary;
  • Member of the appraisal institute, senior residential appraiser, senior real property appraiser, or accredited in business valuation;
  • Registered investment advisor;
  • Series 7 licensed brokers.
Applications for membership will be reviewed by the membership Committee. (Resume may be requested.) Upon acceptance, the applicant will be notified and will receive permission to pay dues. To download an application form, choose: (Word document) or (pdf)


For additional information, call or email Carolyn Moore,

Note: New memberships MUST BE APPROVED before paying dues.

Annual Dues, January - December 2019 $95 Pay Now