The San Francisco Estate Planning Council’s Bylaws Provide for Six membership Categories
(1) Accountant
(2) Attorney
(3) Financial Services Provider
(4) Trust Officer
(5) At Large
(6) Academic
Persons interested in applying for membership in the Council must complete a Membership Nomination Form, (for a printable copy in Adobe Acrobat, click on the button below) include a resume or statement of their background, and must be nominated by two existing members of the Council. There may be a waiting list for certain membership categories, so we encourage you to submit your application promptly.
Please contact Thomas J. Frank, Jr. at 415.283.1846 should you have any questions or if you would like additional information regarding the Council.