Member Application

Applicants must satisfy all of the requirements for membership. Membership requirements are as follows:

1. Application Fee: Nonrefundable $50 application fee. If your application is accepted, you will be responsible to pay the full amount of membership dues ($375 for 2024-2025) in addition to the application fee.

2. Practice Area: Practice in a Relevant Estate Planning Professions in good standing. (no disciplinary actions, claims for misconduct etc. which could harm the reputation of the profession and UVEPC).

3. Location: Principal place of business or a significant portion of your practice serves Utah County (50% or more).

4. Experience: (1) Professional degree or equivalent work experience or certification in relevant estate planning field. (2) Your business relates to the estate planning field. (3) Demonstrate significant commitment to estate planning (e.g. recognized credential or equivalent contribution to profession and professional development and qualifications).

5. Sponsor/Reference: Two active UVEPC members must sponsor your application. One of which must be from outside your firm. You can also contact a UVEPC board member if you do not have a sponsor.

6. Evidence: Applicant must provide evidence for qualifications (CV or Resume sent separately, Provide professional designations/licenses and license numbers etc.). **BY SUBMITTING AN APPLICATION, YOU CONSENT TO A BACKGROUND CHECK**

Please complete the application below for Utah Valley Estate Planning Council membership.

Personal Information

* First Name

* Last Name

* Business Name

* Email

Website

Office Information

* Business Address

* City

* State

* Zip

* Phone

Fax

Applicant Questionnaire

Please indicate the type of professional license you hold (if applicable)

Please type your license number (will be used for CE credit)

* Experience Please list all relevant professional degrees, designations, certifications, or licenses

* Practice Location Select all that apply.

Principal place of business is in Utah County
Significant portion of practice serves Utah County (50%+)
You personally reside in Utah County

* Do you address estate planning in your practice?

* Sponsor/Reference #1 List the name of first sponsor (Active UVEPC Member inside or outside of your firm)

* Sponsor/Reference #2 List the name of second sponsor (Active UVEPC Member outside your firm)

* Have you ever been subject to professional disciplinary action in ANY of the areas of practice in estate planning?

If you answered YES to professional discipline, please explain.

* Have you ever been convicted of a crime?

If you answered YES to conviction of a crime please explain.

* Have you ever had a claim against you (whether or not resulting in a suit, etc.) for fraud, misrepresentation or other misconduct in a professional capacity?

If you answered YES to claim for fraud, misrepresentation, etc. please explain (otherwise write N/A).

Provide links to any articles or other relevant materials published evidencing your expertise commitment to estate planning

CV or Resume Upload

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