• Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council

Call Us: (415) 745-1417

  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council
  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council

Membership

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, go to the Membership tab above and then click on membership application) 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 Justin Miller at 415.288.3012 should you have any questions or if you would like additional information regarding the Council.

Contact Us

268 Bush Street, #4222
San Francisco, CA 94104

(415) 745-1417

info@sfepc.org

Get In Touch

Fill out my online form.

Recent Events

  • Wednesday, March 17, 2021
  • Wednesday, May 19, 2021
  • Friday, June 4, 2021
  • Wednesday, September 22, 2021
  • Wednesday, November 17, 2021
  • Wednesday, January 19, 2022
  • Wednesday, March 16, 2022
  • Wednesday, May 18, 2022
  • Wednesday, September 28, 2022
  • Wednesday, November 16, 2022
  • Wednesday, January 18, 2023
  • Wednesday, March 15, 2023
© San Francisco Estate Planning Council