How to Join EPCP

We are excited to know that you are interested in joining the Estate Planning Council of Portland. All applicants must be approved by the board of directors. In order for your application to be considered, please complete the following steps:

  1. Determine the best membership category for you. Available membership types can be reviewed here.
  2. You will be asked to supply one (1) sponsor and four (4) endorsers who have personal knowledge of your professional experience and recommend you for membership to the council. Please have these individuals complete one of the below options:
    1. Prior to completing your online application, have your sponsor and endorses complete their respective paper form. There will be a question within our online form that asks you to upload the recommendations:
      1. Sponsor Form
      2. Endorser Form
    2. Ask you sponsor and endorsers to complete our online recommendation form. Your application will not be reviewed by the board until all recommendations are received.
  3. Complete our online application outlining your contact information and professional experience.

For any questions about the process, feel free to contact [email protected]. 

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