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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.


    All memberships renew annually on August 15. Whether you are a Regular or Associate member you have two options:

    Season Pass: $300 

    Includes all meetings. Best option if you anticipate attending two or more breakfasts during the season.

    Member Dues:  $200

    $50* per monthly meeting; member appreciation and online events included. 

    New Members: are eligible for half-year Season Pass ($150) or Regular ($100) membership which includes meetings February - June, 2023.



    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. 

    New Member sponsor forms are online, and take only a few minutes to complete. This information will be included in an email once you begin your application. 

    Once you've completed your profile, and two membership sponsor forms 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. (You may be able to attend meetings as a member while your application is pending. Email dpcepc@navandassoc.com.)


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

    Renewing Members

    You are considered a Renewing Member if you have had an active membership within two renewal periods (August 15, 2020).

    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 2022 DuPage County Estate Planning Council | All Rights Reserved

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