Become a Member

Thank you for considering membership in the Santa Clara County Estate Planning Council!

SCCEPC members enjoy exclusive benefits which can be found on the Member Benefits page.

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:
  1. Review eligibility information to confirm you meet membership criteria in one of the six (6) categories.
  2. 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.
  3. The application will be reviewed by association leadership at the next scheduled board meeting.
  4. Once approved, you will receive an invoice and an online option to complete payment of your membership dues.
2025-2026 SCCEPC Annual Membership Dues are:
  • Regular & Associate Members - $150
  • Premier Members - $640 (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.