BEPC

Join Online

Click here to review details of our membership options.

To join Boston Estate Planning Council using our online system, please complete the new member application below.

Upon receiving your application we will send a confirmation email outlining the membership process and any additional steps you need to take.

Have questions on joining BEPC?

For new membership questions or help with your letters of recommendation please email help@bepc.org.

New Member Application

* Required

Membership Type Total Cost: $

Title

First Name *

Last Name *

Email Address *

Company *

Work Address *

City *

State *

Zipcode/Postcode *

Country *

Work Phone Number *

Work Fax Number

Web Address

Attach Resume (100Mb Limit)*

Credentials Required for Full Member Master's Degree in Business, Finance, Tax, or Accounting
Officer of a Trust Company
CTFA (Certified Trust and Financial Advisor)
CAP (Chartered Advisor in Philanthropy)
CFA (Chartered Financial Analyst)
AEP (Accredited Estate Planner)
PFS (Personal Financial Specialist)
ChFC (Chartered Financial Consultant)
CFP (Certified Financial Planner)
CLU (Chartered Life Underwriter)
CPA (Certified Public Accountant)
Attorney (JD)