UTAH VALLEY ESTATE PLANNING COUNCIL

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 ($375 for 2022-2023) 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) Your business relates to 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**

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.