The Boston Estate Planning Council offers a variety of memberships for qualified professionals. By joining BEPC you'll gain access to members-only events and educational opportunities. In addition, your membership will convey your experience as an estate planning professional.

Membership Classes and Annual Dues

• Full Membership, $350
• Associate Membership, $350
• Junior Associate Membership, $175

Application Process

• Review the criteria for BEPC membership and select the membership type for which you qualify.
• Complete the online application, ensuring all required materials are uploaded. Incomplete applications may not be submitted. Applicants have 60 days from the start of the application process to submit a complete application.
• The completed application will be reviewed by the Membership Committee.
• Upon recommendation of the Membership Committee, the Board of Directors reviews and approves membership applications on a monthly basis.
• Members-only benefits, such as access to members-only events, are not available until the membership application is approved by the Board of Directors.

Application Materials

Each membership type requires a different set of materials. Please review the list below to ensure you collect materials prior to initiating your online application.

Full Member

• Resume or professional bio (e.g. LinkedIn, employer's website, etc.)
• One Full Member who will serve as a reference from inside of your chosen practice area. Provide their name, email address, and their practice area (confirm with your reference) on the application.
• One Full Member who will serve as a reference from outside of your chosen practice area. Provide their name, email address, and their practice area (confirm with your reference) on the application.

Associate Member

• Resume or professional bio (e.g. LinkedIn, employer's website, etc.)
• One Full Member who will serve as a reference from inside or outside of your chosen practice area. Provide their name, email address, and their practice area (confirm with your reference) on the application.

Junior Associate Member

• Unofficial transcripts, verification of enrollment from your academic institution, or a personal statement of intent

References

No formal reference letters are required. Upon submission of your online application, your reference(s) will be contacted and asked to complete a brief survey regarding your qualifications for BEPC membership. You may also proactively request your reference(s) complete the online survey, a link to the survey will be provided upon submission of your application.

All references must be Full Members with active memberships.

Only one reference may be from within your organization.

Questions

Looking for more details on the application process and membership criteria? Reference the Criteria for BEPC Membership.

If you have questions about your application or require assistance with references, contact the Membership Committee:

Matt Metsch - Chair

Matt Naumec - Vice Chair

If you encounter issues with the online system when submitting your application, contact BEPC at 978-364-5170 or bepc@bepc.org. 

Emeritus Membership

BEPC members may log in to view information on Emeritus Member status.

Membership Policies

Membership in BEPC is owned by the individual , not the organization with whom the member is affiliated, and is neither transferable, refundable, nor assignable.

Membership is required to serve on BEPC committee.

Lapsed members may renew their membership within three years of expiring without formally reapplying to be a member. Memberships lapsed for more than three years require the individual to reapply for BEPC membership through the established process.

BEPC offers a hardship policy for current Full and Associate members experiencing a hardship that may impact their ability to renew their membership. If you are experiencing a financial hardship, contact the BEPC office at 978-364-5170 or bepc@bepc.org to inquire into this option. Upon certification of the need, the member shall receive a fifty percent (50%) reduction in one year’s membership fees.

Refer to the BEPC Bylaws for information on the membership criteria and eligibility.