New Membership Online Application

The purpose of this Council is to study and discuss topics germane to the field of estate planning. Related aspects of estate planning should be considered systematically in a technical and professional manner. There are many incentives to becoming a member including continuing education credits, educational information, networking, and many more. Online Membership Application Memberships are not transferable. They are issued upon an individual basis, so attendance will be by individual members only. Applicants must be sponsored by two members in good standing. All prospective members must be in good standing with their regulatory and/or professional association.

Fill in the information below to apply for Spokane Estate Planning Council 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

Allied Profession Attorney Certified Public Accountant (CPA) Emeritus Member Financial Planner Life Underwriter Sponsorship Non-Member Student Trust Officer

Applicant Questionnaire

Before Completing the Online Membership Application, please visit MEMBERSHIP APPLICATION INFORMATION

Click Below to Aknowledge and Proceed to Online Application

Yes, I have read the MEMBERSHIP APPLICATION INFORMATION PAGE

Are you presently under investigation by a professional disciplinary board or governing body or have you previously been found in violation of professional standards by the respective professional disciplinary board or governing body? If yes, please attach a letter of explanation to your application. (Select ALL that apply)

No, I am NOT under investigation. I am in good standing

Yes, I have a pending issue with my respective professional disciplinary board or governing body

It is required to have two current SEPC Members Sponsor your New Member Application: I HAVE FULL KNOWLEDGE OF THE CONDITIONS OF MEMBERSHIP AND AGREE TO THE TERMS THEREOF. (List Two Sponsors Names)

Please Select Any Committees in Which You Would Be Interested in Participating

Membership Committee

Program Committee

I HAVE FULL KNOWLEDGE OF THE CONDITIONS OF MEMBERSHIP AND AGREE TO THE TERMS THEREOF. (Both Boxes MUST Be Checked)

I have read and understand the New Membership Application Information Page

Yes, I accept these terms

(Signature of applicant, if printing)
Date: Saturday, December 21, 2024

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

Spokane 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.