Membership Requirements

Membership Categories and Criteria

Our New Membership and Renewal Application can be completed on the Estate Planning Council of Broward's website with payment of Three Hundred Ninety Five Dollars ($395).  Once the Application and payment is received, the application will be considered for approval at the next regular meeting of the Board of Directors.  Annual dues include the cost of four educational dinner meetings and two social events. 

An applicant for active membership must meet the following criteria:

  • An applicant must devote a substantial part of his or her professional practice or employment to some area of estate planning.
  • An applicant must be actively practicing his or her profession primarily in Broward County, Palm Beach County, or Miami-Dade County, Florida.
  • An applicant must be an individual licensed or otherwise certified by a licensing or certifying authority to practice in any of the following Professions:

ATTORNEY:  Member in good standing of the Florida Bar.

CPA: CPA duly licensed by the Florida State Board of Accountancy.

TRUST OFFICER: Must be employed full‐time by a national or state-chartered bank or savings association having trust powers and providing general trust services, or a trust company licensed to do business in Florida, which maintains an office in Broward County, Florida and I am the chief administrative or executive officer of such an bank or savings association or trust company or I have primary responsibility in estate planning, administration of estates or personal trusts.

LIFE UNDERWRITER:  Member in good standing of the National Association of Life Underwrites or am a member in standing of a chapter of the American Society of Chartered Life Underwriters, Inc.

DEVELOPMENT OFFICER:  A giving or fund-raising professional employed full time by an organization qualified as a 501(c)(3) charity which maintains an office in Broward County, Florida and I work in a position with planned giving or fundraising responsibilities.

FINANCIAL PLANNER: An active CFP credentialed in good standing and practice in the area of estate planning.

RETIRED MEMBERS:  Member who have previously been admitted to active membership, have ceased the active practice and reside in Broward County, Florida.

HONORARY MEMBERS:  Judge or staff attorney of the Seventeenth Judicial Circuit of Florida. (DUES WAIVED).

For more information.  Please e-mail admin@epcofbroward.org