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Fill in the information below to apply for Estate Planning Council of Riverside County membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice.

Disciplines

Attorney California Licensed Professional Fiduciary Certified Financial Planner™ Certified Public Accountants Chartered Life Underwriter®s Financial Planning Honorary Membership Other Philanthropy Privileged Membership Shareholder Trust Officer

Applicant Questionnaire

State of Residence:

Years of Residence:

Estate Planning Years:

Applicant Statement:

Sponsor (a current member):

Recommendation 1 (other current member):

Recommendation 2 (other current member):

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

Please contact admin@epcriverside.org with questions about council membership.

Estate Planning Council of Riverside County 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.

Affiliated with

National Association of Estate Planners & Councils

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