San Francisco Estate Planning Council
Membership Nomination Form - please print clearly
Name (w/suffix) _________________________________________________________________________
Title
_________________________________________________________________________
Company
_________________________________________________________________________
Address
_________________________________________________________________________
City State Zip
_________________________________________________________________________
Phone
_________________________________ Fax: ____________________________________
Email
_________________________________________________________________________
Home Address
_________________________________________________________________________
Home Phone
________________________________ Cell: ____________________________________
Professional licenses held __________________________________________________________________
Professional certificates held ________________________________________________________________
1. Nominated for membership in the category checked below:
_____Accountant
_____Financial Services Provider
_____At Large
_____Attorney
_____Trust Officer
_____Academic
2. Are you a member of any other estate planning council (s)? ___________________________________
3. Are you actively professional involved in estate planning and/or estate administration? ______________
4. Please attach a resume or statement describing briefly your experience and professional activities in estate
planning and/or estate administration. A minimum of five years experience in these areas is required.
My reason for desiring membership is ___________________________________________________________
__________________________________________________________________________________________
By signing below, I confirm that I understand Article II, Section 10, Paragraph A, Item v of the council’s bylaws:
Any memb