Become a Member
Thank you for considering membership in the Santa Clara County Estate Planning Council!
There is an application process to become a member which is based on the organization's Articles of Association. The goal of this process is to ensure a quality networking and learning experience for all members. The following information will help you navigate the steps included with applying for membership.
Membership application process:
- Review eligibility information to confirm you meet membership criteria in one of the six (6) categories.
- Complete and submit the Membership Application form (link below).
- Include a resume that clearly demonstrates your work in the estate planning field as related to one of the six (6) categories of membership.
- Include two (2) signatures from current members.
- The application will be reviewed by association leadership at the next scheduled board meeting.
- Once approved, you will receive an invoice and an online option to complete payment of your membership dues.
SCCEPC Annual Membership Dues are:
- Regular & Associate Members - $130
- Premier Members - $490 (includes all meeting fees).
A frequently asked question is how to obtain the two (2) signatures. Here are some suggestions to assist:
- Visit the Events page to register and attend a meeting as a guest. The networking time will allow you to connect with members.
- Review the Directory to see if there is an individual you know who is a current member.
Completed applications may be submitted by email to Danielle@SCCEPC.org or mail to: SCCEPC c/o Rocket Leadership Services & Consulting, PO Box 141, Boystown, NE 68010.
Santa Clara County Estate Planning Council 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.
