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|Membership Application and Requirements|
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
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.
Junior Associate Member
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.
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:
Brett Barthelmeh, Co-Chair
Maureen Villadelgado, Co-Chair
If you encounter issues with the online system when submitting your application, contact BEPC at 978-364-5170 or firstname.lastname@example.org.
BEPC members may log in to view information on Emeritus Member status.
Membership in BEPC is owned by the individual , not the organization with whom the member is affiliated, and is neither transferable, refundable, nor assignable.
Refer to the BEPC Bylaws for information on the membership criteria and eligibility.