Application Form
We're so glad you are interested in joining the BHEPC! Please review the membership eligibility requirements below and complete the following application and someone will be in touch shortly.
BHEPC welcomes estate planning professionals, including attorneys, CPAs and tax professionals, wealth and investment advisors, trust and fiduciary professionals, insurance professionals, valuation professionals, and other related professionals, who have at least five years of relevant professional experience, with a substantial portion of their practice devoted to estate planning, estate or trust administration, taxation or related activities. Each applicant must be sponsored by two current BHEPC members in good standing. One sponsor must be from the same professional discipline as the applicant, and the second sponsor must be from a different professional discipline as the applicant. No sponsor may be from the same firm or company as the applicant.
BHEPC welcomes estate planning professionals, including attorneys, CPAs and tax professionals, wealth and investment advisors, trust and fiduciary professionals, insurance professionals, valuation professionals, and other related professionals, who have at least five years of relevant professional experience, with a substantial portion of their practice devoted to estate planning, estate or trust administration, taxation or related activities. Each applicant must be sponsored by two current BHEPC members in good standing. One sponsor must be from the same professional discipline as the applicant, and the second sponsor must be from a different professional discipline as the applicant. No sponsor may be from the same firm or company as the applicant.
Fill in the information below to apply for Beverly Hills Estate Planning Council membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice.
Applicant Questionnaire
(Signature of applicant, if printing)
Date: Wednesday, August 26, 2026
Please contact jsibony@kandklaw.com with questions about council membership.
Beverly Hills 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.
