ESTATE PLANNING COUNCIL OF SEATTLE
Membership Application
Name
Firm
Business Address
Phone
Fax
E-Mail
I hereby apply for membership to the Estate Planning Council of Seattle. I represent that I meet the
membership requirements, namely, (i) I have 5 years of practice in the field of estate planning with 50%
of my time spent on estate planning issues (see addendum); (ii) my primary business location is in King
County, Washington; (iii) I hold at least one of the following certifications or degrees (circle the
appropriate certification):
JD
CPA
CLU
ChFC
CTFA
CFP
The membership category, which most accurately matches my area of practice, is:
Chartered Life
Underwriter
Trust Officer
Attorney at Law
Certified Public
Accountant
At Large
Category
I understand that (i), continued membership is dependent upon my regular attendance at quarterly
dinner meetings, and (ii) the Council membership roster is confidential and is restricted in its uses,
except with express authorization of the Council Executive Committee.
This application, together with the attached applicant qualifications form, will not be considered unless it
is complete and signed by three sponsors, two of whom must be in the same category as the Applicant,
and one from a different category.
Dated:
X
(Applicant’s signature)
EPC Mission Statement
The Mission Statement of the EPC of Seattle is to “promote the highest quality estate planning services
in the Pacific Northwest -– by developing and improving the capabilities of Council members, fostering
co-operation among the professional disciplines in the field, and by familiarizing the public about estate
planning matters.”
Applicant Qualifications
Name:
Category:
1. How long have you been in your current profession?
_____ years.
2. How long have you been in an estate planning practice?
_____ years.
3. What percent of your time is involved in estate planning (see adden