Estate Planning Council of San Diego - Membership Application

  • Estate Planning Council of San Diego - Membership Application

    Apply for membership by providing your personal, professional, and referral information below.
  • Who EPCSD Is For: EPCSD is a professional community for practitioners who are directly involved in estate planning and/or trust and estate administration workflows such as plan design, drafting, implementation, tax strategy, fiduciary administration, litigation, insurance planning for estate liquidity, probate real estate execution, and planned giving.
  • Privacy Note: Please do not include client names or identifying details anywhere in this application. General, anonymized examples are sufficient.

  • Requirements: Bachelor's degree from an accredited college or university (or equivalent professional experience). A minimum of two years of estate-planning-related experience. Two referrals from current EPCSD members (one from your same membership/discipline category, one from a different category/discipline).

  • Personal Information

  • Format: (000) 000-0000.

  • Employer Details

  •  - -

  • Previous Employment - Please share other positions held during the past ten years

  • Membership Details

  • Active Member: Typically 5+ years of estate-planning-related experience within the category you are applying (or equivalent experience). Associate Member: Minimum of 2 years of estate-planning-related experience within the category you are applying (or equivalent experience). Guidance: If your estate-planning-related work is currently limited (for example, under 10% of your practice or minimal direct involvement in matters), Associate Membership may be the best fit at this time.

  • Membership Type*
  • Membership Category*
  • Practice Focus*

  • Estate Planning Involvement

  • Approximate percent of your work that is estate-planning-related*
  • In the last 12 months, approximately how many estate planning or trust and estate administration matters were you directly involved in?*
  • Client Base Geography (check all that apply)*

  • Estate Planning Workflow

  • Select all areas of the estate planning workflow in which you directly participate.
  • Workflow Areas*
  • Licenses, Certifications, Registrations, Designations (check all that apply)

  • Matter Snapshot 1

    Please provide an anonymized matter snapshot that illustrates your direct involvement in estate planning work. Do not include any client names or identifying details.
  • Other Professionals Involved (Snapshot 1)

  • Matter Snapshot 2

    Please provide a second anonymized matter snapshot.
  • Other Professionals Involved (Snapshot 2)

  • Professional Standing

  • Professional Standing Attestation*

  • Referral Contacts

    Each applicant must be referred by two current EPCSD members who are personally acquainted with the applicant and knowledgeable about their work. One referral must be from the same membership category/discipline as the applicant. The other must be from a different category/discipline. Referrals will be contacted by the Administrator via email.
  • By submitting this application, I certify that the information provided is true and accurate to the best of my knowledge. I understand that my application will be reviewed by the EPCSD Executive Board and that membership is subject to board approval.
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