Application Form

Thank you for your interest in applying for membership to the Essex County Estate Planning Council. Our membership year runs from September to June, but new applications for membership are accepted on a rolling basis. New members that are approved after April 1 will automatically be covered for the remainder of the current membership year AND the following membership year. When applying for membership to the Council, prospective members should be sponsored by a current ECEPC member. If you do not have a sponsor, or should you have any other questions about this application, please contact Council administrator, Michelle Xiarhos Curran, at Once we receive your application, it will be reviewed and voted on by our Board of Directors at the next scheduled board meeting. We look forward to having you join our group of Estate Planning Professionals on the North Shore. Prospective members completing an online application should also submit payment online. Applying online is the easiest method, but you can also find a printable version of the membership application in the documents library.

Fill in the information below to apply for Essex County Estate Planning Council membership.

Personal Information

Office Information


Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Wednesday, January 27, 2021

Please contact with questions about council membership.

Essex County 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.