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Membership in the Salt Lake Estate Planning Council is limited to Attorneys, CPA's, CLU's ChFC's, CFP's, and Trust Officers who specialize in estate planning and who are members in good standing of their professional associations. No one group is to comprise more than one-third of the total membership.
Applications are screened by the Membership Committee, and then must be approved by a majority of the Executive Committee. Upon approval of your application you will receive written notification and you will be billed for:

One time application fee
(Application fee should be submitted with this form.)
$35
Annual Dues $150*
Total $185*
(Note: If application is received after July 31st,
the first year dues are $75)




Membership Application


Name:    
Company Affiliation:    
Position:    
Business Address:    
,    
Business Phone:    
FAX:    
E-mail:    
Web Page Address:    
Professional Designation: Attorney CPA CFP Last 4 SS# _____ CFP# _____
CLU ChFC Trust Officer
   
Areas of Emphasis:    
Please explain area of emphasis in detal.

Form may be completed and mailed or faxed to:
David D. Halladay, Executive Director
1338 North 1270 East
American Fork, Utah 84003
Phone: 888-560-4343
Fax: 888-560-4343