Application Form

Applicants must satisfy all of the requirements for membership. Membership requirements are as follows: Application Fee: Nonrefundable $50 application fee. If your application is accepted, you will be responsible to pay the full amount of membership dues in addition to the application fee. Practice Area: Practice in a Relevant Estate Planning Professions in good standing. (no disciplinary actions, claims for misconduct etc. which could harm the reputation of the profession and UVEPC). Location: Principal place of business or a significant portion of your practice serves Utah County (50% or more). Experience: (1) Professional degree or equivalent work experience or certification in relevant estate planning field. (2) Minimum of 3 years relevant practice in the estate planning field. (3) Demonstrate significant commitment to estate planning (e.g. recognized credential or equivalent contribution to profession and professional development and qualifications). Sponsor/Reference: Two active UVEPC members must sponsor your application. One of which must be from outside your firm. Evidence: Applicant must provide evidence for qualifications (CV or Resume sent separately, Provide professional designations/licenses and license numbers etc.). **BY SUBMITTING AN APPLICATION, YOU CONSENT TO A BACKGROUND CHECK**

Fill in the information below to apply for Utah Valley Estate Planning Council membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire




(Signature of applicant, if printing)
Date: Wednesday, September 18, 2019

Please contact randy@mcculloughsparks.com with questions about council membership.


Utah Valley Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.