ESTATE PLANNING COUNCIL OF CAPE COD

Membership Categories:

Membership in the EPCCC is available to those individuals who reside or maintain a permanent office in Barnstable, Dukes or Nantucket Counties and who belong to one or more of the following professional organizations or categories:

• Members of the Massachusetts Bar;
• Accredited CPA's, Public Accountants, Enrolled Agents with IRS;
• Trust Officers and other affiliated with Massachusetts financial institutions maintaining Trust departments
• Life insurance agents who are members of the NALU and who are licensed in Massachusetts;
• Securities representatives who are NASD licensed;
• Registered investment advisors;
• Members of the Institute of FInancial Planners, the Registry of Financial Planners, or individuals who are currently designated as Certified Financial Planners or Chartered Financial Consultants; and
• Development officers of 501(c)(3) non-profit organizations.

Application Procedure

Individuals in good standing in ore or more of the above categories may apply for membership by:

• Applying for a new memership online;
• Obtaining endorsements by (2) current EPCCC members, one of who must be in the same profession as the applicant; and
• Submit membership online with payment of annual dues

Membership Dues

Dues are payable for each EPCCC fiscal year which is July 1 - June 30.  Annual dues are all inclusive for five regularly scheduled meetings and prepaid meals with all membership benefits.   Dues cannot be pro-rated and they are non-refundable and non-transferable. 

Annual Dues:  $175.00