Application Form

New members are always welcome in the BCEPC. Our members practice in, or reside in Boulder County as CHARTERED LIFE UNDERWRITERS, TRUST OFFICERS, ATTORNEYS AT LAW, CERTIFIED PUBLIC ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERâ„¢ PRACTIONERS, 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, all of whom are actively engaged in estate planning, together with special memberships for persons from related professions. Please click on the link for the 2019 Application for Membership, fill out and print the form. Attach a check for the application fee of $40.00 and return it to Carrie Lingo, Administrator, BCEPC, P.O. Box 270674, Louisville, CO, 80027.

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.