Persons applying for membership in the Council must submit:

  1. an Application for Membership;
  2. a résumé;
  3. a thoughtful statement describing the applicant’s experience and professional activities in estate planning and/or trust administration and why the applicant believes he or she is qualified for membership; and
  4. nominations by two current members of the Council.

A Board member may contact one or both of the nominating members to discuss the
applicant’s qualifications. Approval of the membership application is made by the Board of Directors. The Board usually meets the week following the general membership meeting. Any questions should be directed to the officers and/or directors.
Complete our application and email it to our membership directors, Alexia Cloutier and Cameron Carlson.