Why Join the EPC

As an association of professionals, the EPC promotes the discussion of topics and problems in matters of estate and taxation planning. Through the exchange of ideas and information, our goal is to consistently improve our member’s ability to assist clients in achieving their estate planning goals.

By joining the EPC, you are entitled to attend the four regularly scheduled dinner meetings, and the annual President’s dinner. At each event, time is set aside to promote networking and interaction across traditional professional boundaries. Presentations on estate and tax planning issues are given at each meeting by Members or guest speakers. Topics in the past have included use of trusts in Blended family estate planning, Post Mortem Estate Planning, and Preserving the Family Business.

Membership Costs

EPC membership fees are due by February 28 annually. The annual fee is $225.00.

If you would like to have a guest attend a regular meeting, the cost for each guest is $40.00.

(Applicable GST shall be added to all above amounts)

How to Apply for Membership

Each new member must be nominated for membership by two existing EPC members. The nomination form, found below, must be completed and forward to the Executive for review. In order to assist the Executive in adjudicating the application, the nominee may wish to also include some of the following information:

  • curriculum vitae or resume;
  • current involvement in the estate-planning or taxation field;
  • a narrative of experience and number of years in the estate-planning field ;
  • areas of preferred practice and focused technical knowledge ;
  • relevant courses, seminars, conferences, etc. attended in the past two to three years ;
  • relevant presentations made, seminars given, papers published, etc.;
  • any other relevant information to assist in the evaluation of the membership application.

If the information submitted with the nomination is not sufficient to enable the Executive to make a decision, the applicant or the nominating members may be asked for additional information.

Please submit completed nomination forms plus supporting documentation to:

Any member of the Executive

Or mail your application to:
Estate Planning Council of Edmonton
Box 1396
Edmonton, Alberta T5J 2N2
Contact the Membership Secretary for further information
Download the Nomination Form (PDF Download 108KB)

Who can apply for Membership?

The nomination process is designed to assist the Executive in assessing the qualifications of proposed members to ensure that all members of the EPC meet the highest standards. The Executive is responsible to review each application for membership to ensure that the nominee meets the membership requirements.

The requirements for membership are:

  1. Members must be
    1. engaged in the estate planning or taxation field in their own professions or vocation;
    2. most likely to participate actively at meetings of the Council and who are willing and able to contribute by virtue of their technical knowledge, experience, and personality, and
    3. adult persons that live and work in Edmonton and surrounding areas
  2. Members shall belong to at least one of the following categories:
    1. Officials, agents, or employees of life insurance companies, who are designated Chartered Life Underwriters;
    2. Lawyers;
    3. Accountants;
    4. Officials or employees of Trust Companies, Banks, Credit Unions or similar financial institutions and Trust officers with the Office of the Public Trustee;
    5. Professional Gift Planners who satisfy criteria established by the Board of Directors from time to time;
    6. Financial Planners who satisfy criteria established by the Board of Directors
    7. Other persons approved by the Board of Directors, who meet the other provisions of the by-laws.

The executive has determined that the criteria for membership should be:

  1. flexible so as not to unduly restrict membership to those who did not meet a particular course of study but who were clearly recognized as excellent estate planners;
  2. Restrictive enough to give the executive the authority to exclude those from membership who did not meet membership criteria.