Application Form

New members are always welcome at the BCEPC. The membership of the Council is composed of persons actively engaged in estate planning, and practicing in and earning their livelihood in one of the following professions: Chartered Life Underwriters, Trust Officers, Attorneys at Law, Certified Public Accountants, Certified Financial Plannerâ„¢ practitioners, Chartered Financial Consultants, Estate & Business Valuation Appraisers (those designated as certified business appraisers (CBA) or higher designation, as accredited by the Institute of Business Appraisers, or accredited senior appraisers (ASA) or higher designation, as accredited by the American Society of Appraisers), and philanthropic professionals. The application fee is $40.00, and can be paid online by credit card, or mailed in by check.

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

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire




(Signature of applicant, if printing)
Date: Thursday, December 12, 2019

Please contact bouldercountyepc@gmail.com with questions about council membership.


Boulder 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.