MEMBERSHIP
The Membership of MCEPC shall consist of the following categories:
A. Regular Membership:
- Licensed Life Underwriters with 5 years experience or a CLU, ChFC, MSFS, or CFP designation.
- Officers of financial institutions, who are in good standing and are actively and directly involved in estate planning and/or fiduciary administration;
- Attorneys in good standing;
- CPAs in good standing.
B. Associate Membership:
- Paraprofessionals and other individuals who do not qualify as Regular Members, whose duties, business or professions are actively related to estate planning and who are in good standing (for example, Investment Advisors, Valuations Experts, Educators, Financial Planners, Appraisers and Planned Giving Professionals).
- Associate members may attend meetings and enjoy the benefits of membership, but may not hold office or vote on matters before the Council. Dues and meeting charges will be the same as for Regular Members.
All members must be interested in and actively practicing estate planning or related subjects in
the Counties of Mercer, Somerset, Middlesex, Burlington and Hunterdon, New Jersey, as well as in
Bucks County, Pa.
If you qualify for membership, please download the member qualification form here, fill it out and mail it to the party indicated on the form along with your membership dues. If you are not certain if you qualify as a member or have questions, please contact the Vice President of Membership.
If you're already a member and would like to update your member profile, please login using your username and password to update your information.