Join BEPC

The Boston Estate Planning Council is a multi-disciplinary association organized to provide educational programs and networking opportunities for estate planning professionals. The Council is comprised of over 800 members who meet to get to know and respect each other through an increased awareness and understanding of the views, concerns, and valuable interaction of their overlapping specialties.

Those seeking membership to BEPC may either apply by mail or apply online.

Membership Categories:

Full Member
Upon application and acceptance, any Officer of a Trust Company, Attorney, CPA, CLU, CFP®, ChFC, PFS, AEP, CFA, CAP, CTFA, or the holder of a Masters Degree in Business, Finance, Tax, or Accounting who is directly involved in estate planning may become a Full Member of the Council, subject to the recommendation of the Membership Committee and vote of the Board of Directors. The application for membership must bear the recommendation of two Full Members, one from the practice area of the applicant and one from a different practice area as determined from time to time by the Board of Directors. Only one recommendation in support of membership may be from a Member with the same employer as that of the applicant. A FULL Member shall have the privilege to vote, sponsor new members, and hold office.

Associate Member
Applicants whose occupation is directly involved in estate planning but do not have the required degrees and/or credentials shall be eligible for Associate Membership in the Council upon terms and conditions as set forth by the Board of Directors. The application for membership must bear the recommendation of two Full Members, one from the practice area of the applicant and one from a different practice area as determined from time to time by the Board of Directors. Only one recommendation in support of membership may be from a Member with the same employer as that of the applicant. Associate members cannot vote, sponsor new members, or hold office. Associate Members, upon five (5) active years of membership in the Council, shall be eligible for Full Membership upon application, recommendation of the Membership Committee, and a two-third (2/3) vote of the Board of Directors.

Emeritus Member
The Boston Estate Planning Council offers Emeritus Membership status to FULL members of the Boston Estate Planning Council in good standing who have reached their twenty (20) year membership anniversary and age seventy. Individuals may request Emeritus Membership Status by a written letter to the Board of Directors; recommendation by the Membership Committee, and election to membership by the Board of Directors at any quarterly Board meeting. Emeritus members cannot vote, sponsor new members, or hold office. Emeritus Members may attend all Brown Bag Seminars, Roundtable Breakfasts & Networking Events at no charge and do not pay annual dues. BEPC Emeritus Members may attend the educational events and the Annual Estate Planner of the Year Dinner at the member price per event and registration is required.

Student Member
The Boston Estate Planning Council offers Student Membership to full time students. Student Members are eligible for a 50% membership fee reduction for a maximum of 2 years. At the end of year two, Student Members will be required to reapply as Full or Associate Members under those defined guidelines. Individuals may become a Student Member of the Council upon completed application to include a copy or verification of University/College enrollment; payment of dues; and recommendation by the Membership Committee and election to membership by the Board of Directors at any quarterly board meeting. Student members DO NOT require letters of recommendation. Student members cannot vote, sponsor new members, or hold office.