Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Membership


Regular Membership of this council shall consist of:

      • Officers of trust companies or banks maintaining Trust Departments which are actively engaged in trust or estate operations and administration;
      • Chartered Life Underwriters;
      • Attorneys licensed by and in good standing with the Illinois Supreme Court;
      • Certified Public Accountants licensed to practice in the State of Illinois;
      • Certified Financial Advisors who have received Board Certification from the Certified Financial Planners Board of Standards;
      • Chartered Financial Consultants who have completed requirements for certification; 

    Associate Membership is available to those who are interested in and actively engaged in the practice of estate planning in DuPage and contiguous counties.


    Regular and Associate Members choose one of two options:

    Annual Dues:  $175, and pay $35 per breakfast, or as indicated by event. 


    Season Pass:  $275, which includes the cost of all breakfast meetings. 

    All membership types renew annually on August 15. 


    New Members

    To begin your application, you'll be linked to a profile page where you enter as much contact and professional information as you wish to share in the directory, and private information such as professional registrations which will be used to report Continuing Education credit on your behalf.

    As a new applicant, you will need two current Regular Members of DuPage County Estate Planning Council to sponsor you.  Sponsoring members must be listed in the DPCEPC directory as a Trust Officer, Attorney, CPA or Financial Advisor.  Please note: Associate Members may not sponsor applicants. 

    Sponsorship forms are online, and take only a few minutes to complete. This information will be included in an email once you begin the application process. 

    Once you've completed your profile, and two sponsorships are received, your application will be submitted to the board for approval. Your membership becomes active when the board has approved your application and payment is received.

    For New Members only - Half-Year memberships are available January 1- May 31.


    Please note: guests may attend two meetings per lifetime, then must become a member to participate in further events.


    Renewing Members

    Please initiate your renewal online.

    You are considered a Renewing Member if you have ever had an active membership.

    Memberships may be paid online, or by mailing a check to:
    DPCEPC 1018 W. Madison Street, Ste. 9, Chicago, IL 60607

    For assistance with your membership, please email us, or call 708-338-0760.



    DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
    Tel.  708.338.0760 | dpcepc@navandassoc.com

    © Copyright 2019 DuPage County Estate Planning Council | All Rights Reserved

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