New Membership Online Application

The purpose of this Council is to study and discuss topics germane to the field of estate planning. Related aspects of estate planning should be considered systematically in a technical and professional manner. There are many incentives to becoming a member including continuing education credits, educational information, networking, and many more. Online Membership Application Memberships are not transferable. They are issued upon an individual basis, so attendance will be by individual members only. Applicants must be sponsored by two members in good standing. All prospective members must be in good standing with their regulatory and/or professional association.

Please note the following qualifications required for membership in each category:
  • Allied Profession: must be an academician or service specialist whose expertise is directly relevant to estate planning; note that eligibility for membership in this category shall be construed narrowly
  • Attorney: must  hold a JD or equivalent and belong to the Washington and/or Idaho State Bar Association
  • Certified Public Accountant (CPA): must be a a Certified Public Accountant (CPA) and licensed by the Washington and/or Idaho State Board of Accountancy
  • Development Officer: must, on a full-time basis, actively engaged with respect to charitable and planned giving matters; CSPG optional but desirable
  • Financial Planner: must hold one of the following professional designations: Certified Financial Planner TM (CFP®), Certified Public Accountant/Personal, Financial Specialist (CPA/PFS), Chartered Financial Consultant® (ChFC®), Chartered Financial Analyst (CFA) and be registered with Washington or Idaho as an Investment Advisor Representative
  • Life Underwriter: must hold the Chartered Life Underwriter® (CLU®) designation and a Washington and/or Idaho life insurance license
  • Student: must be a currently enrolled student who is pursuing a degree which would lead them toward eligibility in another membership classification; membership in this classification is limited to a period of 36 months
  • Trust Officer: must be a trust officer or I work significantly in a fiduciary capacity; a CTFA is optional but desirable

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

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice.

Applicant Questionnaire



(Signature of applicant, if printing)
Date: Saturday, August 29, 2026

Please contact admin@spokaneepc.org with questions about council membership.

Spokane 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.