Member Information

New members welcome!

“Membership Qualifications”

Membership is limited to persons active in the field of estate planning who qualify within the following categories of professions:

  • Certified Public Accountant licensed in the State of California;
  • Attorneys at Law who are members of the State Bar of California;
  • Chartered Life Underwriters who are members of the Life Underwriters Association;
  • Certified Financial Planners (CFP) and Chartered Financial Consultant (CHFC) and
  • Financial Counselors
    • Registered Investment Advisors (RIA), registered under the Investment Advisors Act of 1940, whose income is derived primarily from fees from investment management services;
    • Trust Officers employed by the trust departments of banks or other qualified trust institutions; and
    • Registered representatives and officers of banking or other financial institutions
  • Associate Membership
    • In addition to categories of membership set forth above, there shall be a special category of membership called “Associate Members,” for estate planning professionals whose professional classification is not listed above.