Membership in the Estate Planning Council

of Diablo Valley




The Estate Planning Council of Diablo Valley is always interested in welcoming new members who will actively participate in our group. We encourage you to attend a meeting and meet our members. Meetings are for members and their guests. If you are new to our community and do not know a member who can sponsor you at a meeting, please contact the Membership Director Steve Way at (925) 837-0585 or the Council Office at (925) 778-1165 to make a reservation.


The Estate Planning Council of Diablo Valley ("Council") has bylaws that provide for six (6) membership categories:

(1)     Attorneys;

(2)     Certified Public Accountants (CPA);

(3)     Certified Financial Planners (CFP);

(4)     Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU);

(5)     Trust Officers, Private Fiduciaries;

(6)     Members-at-Large.

Persons interested in applying for membership in the Council must complete an Application for Membership and submit it to the Membership Chair or Krysta Patterson, Executive Director. There may be a waiting list for certain membership categories due to limitations on percentages of each category as discussed below.

Applicants must meet the following requirements to be considered for membership:

          (1)     The applicant must demonstrate that they are clearly engaged in estate planning;

          (2)     The applicant must have attended at least one meeting of the Council within the last three meetings of the Council;

          (3)     The applicant must be nominated by two active members in good standing, who have been members for at least a year, and have sufficient professional contact with the applicant to assert that the applicant meets the membership criteria;

          (4)     The applicant must have his or her place of business or residence in Contra Costa County or have continuing business contacts with Contra Costa County of a type and frequency satisfactory to the Board of Directors; and

          (5)     The applicant who is applying as a "Member-at-Large has additional requirements as discussed below.


Each professional membership category (categories 1 through 5 above) of this Council shall be limited to forty percent (40%) of the total membership.  Members-at-Large (category 6 above) shall not exceed fifteen percent (15%) of the total membership. 

An applicant is admitted as a  Member-at-Large at the discretion of the Board based upon the applicant's demonstrated qualifications, including, but not limited to, the type and length of employment related to estate planning and/or estate administration, level of formal education and activities in the estate planning arena as demonstrated by memberships in other organizations, speaking and/or teaching engagements, published articles, and general stature in the business and/or academic community.  The Board may also consider the importance of having a diversified group of Members-at-Large as a factor in its decision to admit an applicant for a Member-at-Large position.

 

 For more membership information, please see the Council Bylaws which can be found by 

CLICKING HERE.