Join Us

Use the Application below to Apply for membership with the EPC Diablo Valley

Select membership level

* Mandatory fields

* Membership level

Designated Member $230.00 (USD), prorated to $172.03 (USD) Subscription period: 1 year, on: July 1st Automatic renewal (recurring payments) Fiscal Year July 1st- June 30th
A "Designated Member" shall render services in one of the eight professional categories listed below:
1. Attorney;
2. Certified Public Accountant (CPA);
3. Certified Financial Planner (CFP);
4. Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU);
5. Trust Officer, Private Fiduciary;
6. Chartered Financial Analyst (CFA); Certified Investment Management Analyst (CIMA);
7. Chartered Retirement Planning Counselor (CRPC);
8. Judicial Officer, Probate Examiner, Probate Referee;

Member-At-Large $350.00 (USD), prorated to $262.50 (USD) Subscription period: 1 year, on: July 1st Automatic renewal (recurring payments) Fiscal Year July 1st- June 30th
An applicant shall be admitted as a Member-at-Large at the discretion of the Board based upon the applicant's demonstrated qualifications, including, but not limited to, the type and length of employment related to estate planning and/or estate administration, level of formal education and activities in the estate planning arena as demonstrated by memberships in other organizations, speaking and/or teaching engagements, published articles, and general stature in the business and/or academic community. The Board may also consider the importance of having a diversified group of Members-at-Large as a factor in its decision to admit an applicant for a Member-at-Large position.