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Membership Information
Membership in the Estate Planning Council is limited to professionals involved in estate planning with a minimum of 5 years experience in one of the following fields:
- Chartered life insurance underwriter;
- Chartered financial consultant or certified financial planner;
- Attorney at law;
- Certified public accountant;
- Representatives of trust companies or banks maintaining and operating trust departments; and
- Other professionals--At large members*
*At large members are individuals who are ineligible for membership by reason of a professional vocation not listed in categories 1 through 5 above, but who have been actively engaged in the field of estate planning for at least 5 years.
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