Our members include the following categories:
- Accountants
- Attorneys
- Fiduciaries
- Financial Planners
- Investment Advisors
- Insurance Professionals
- Charitable Planners
- Qualified At-Large Professionals
For membership requirements, please consult the MCEPC Membership Guidelines & Application . The Membership Application is found at the end of the document.
Application Procedure: If you would like to join the MCEPC to engage in our discussions of estate planning matters, and you know two current members who will nominate you (see our member list under "Find A Professional"), you must submit the following:
1. The completed and signed application, including two nominators' signatures
2. Your resume
3. Your statement of five or more years of extensive estate planning experience
Email your application materials to our membership chairman, Deborah Hoke Smith, at DeborahHokeSmith@bankofmarin.com. Your application will be considered by the Board at its next regularly scheduled meeting.
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