If you know someone who SHOULD be a member, please submit your nomination to the appropriate Second Year Director (emails and phone numbers are listed below). Make sure you include an email address for your nominee.
The qualifications for membership according to Section 7 of the By-Laws are as follows:
- General Requirements. Membership shall be by invitation only, and shall be extended only to individuals who shall have had at least three (3) years’ experience in estate planning activities as one or more of the following:
(1) accountant, (2) lawyer, (3) life underwriter, (4) employee of a trust department, (5) certified financial planner, or (6) planned giving officer. In addition, the individual must be currently devoting a substantial portion of his professional time to estate planning matters or administration. In addition, to be eligible for membership, a person must meet the specific requirements of membership relating to his/her Section.
Once someone wishes to join the Society, a sponsoring member of the section to which the person would belong should send a copy of the proposed member’s bio, a short paragraph about the person and the e-mail address of the proposed member to the appropriate Second Year Director.