New Member Application Form
Thank you for your interest in joining the Estate Planning Council of Colorado Springs!! Membership is guided by the requirements set forth in our By-Laws.
At this time, prospective members must be from the following professional groups: (a) Lawyers, Judges or Paralegals; (b) investment Professionals, Life Insurance Professionals or Financial Planners (CFP); (c) employees of financial institutions or trust companies; or (d) accountants, Valuation Experts, Planned Giving Professionals, or Educators. Anyone who does not qualify for membership under the above credentials/positions must have “at least 7 years’ experience utilizing estate planning within their field or profession.”
In all cases, prospective members must submit a completed application and a brief and concise letter setting forth the manner in which the applicant can contribute to the Council and what the applicant hopes to derive from membership in the Council. These must be accompanied by letters of recommendation from two active Council members, at least one of which must be from a member not within the applicant's own professional group.
Please PRINT, DOWNLOAD, AND COMPLETE the membership application (it is not an interactive form for electronic submission). You may scan and email the completed form to estateplanningcos@gmail.com or mail the application with the required documentation and check for $335 payable to EPC or Estate Planning Council COSat our PO Box. Our fiscal year runs from September to August, and we hold membership meetings in September, October, November, January, February, March, and May (our Annual Meeting. Additionally, we host summer and winter social events for our members.
If you have any questions in the meantime, please contact us through this website or at estateplanningcos@gmail.com. Thank you!
Estate Planning Council of Colorado Springs 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.
