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 Planner™ 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.

Applicant Questionnaire

Name as it should appear on badge:

Title

Professional experience relating to estate planning (include educational degrees, special training and dates):

Is your license current in your listed occupation?

Yes

Are your listed designations current?

Please list one individual who is a current member of the Boulder County Estate Planning Council (BCEPC) who has agreed to be listed on this application as your sponsor

Who referred you to BCEPC? How did you hear about the BCEPC?

How would you like to pay your $40 application fee?

I will pay by credit card online by clicking on the Online Payments option under the Membership tab

I will mail a check to BCEPC, c/o LCF, 600 Kimbark Street, Longmont CO 80501

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

Please contact admin@boulderestateplan.org 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.

BOULDER COUNTY ESTATE PLANNING COUNCIL