Membership is by Invitation Only
August 29, 2023
October 24, 2023
January 23, 2024
April 23, 2024
Application packages not received by the deadline will be held for consideration following the next quarterly deadline. Incomplete application packages will not be considered.
Existing AEPC members are encouraged to extend membership invitations to other estate planning professionals who meet the qualifications set forth in the AEPC Bylaws and who are outstanding professionals in their fields. The member extending the invitation acts as sponsor for the applicant seeking membership in the AEPC. Please refer to the AEPC Membership Application for a complete description of the application process.
Application packages are reviewed by the Membership Committee, which will also conduct a phone interview with the applicant as part of the application process. Provided the membership package is complete and contains all required documents and endorsements, the Membership Committee will then make their recommendation for membership to the full Board of Directors at the next scheduled quarterly meeting.
Applicants approved by the Board of Directors complete the enrollment process by paying an initial fee of $200 and a prorated portion of the $295 annual dues for the current year. Thereafter, annual dues are payable in advance on July 1.
Life member status is awarded by the Board of Directors after a member satisfies prerequisites for age and years of membership and completes the application process. Life members may elect to pay the regular annual dues or pay $75 per meeting the life member attends.
For more information, please contact us at (404) 220-7281
Download our Membership Application HERE.