Membership

The Charlotte Estate Planning Council (CEPC) is an interdisciplinary organization for Charlotte area professionals involved in estate planning. Since its inception in 1945, the Council’s mission has been to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.

Membership in the CEPC is limited to individuals spending a substantial part of their time engaged in various aspects of estate planning and includes the following disciplines:

• Accountants
• Attorneys
• Certified Financial Planners
• Life Underwriters
• Trust Officers
• Other professionals whose responsibilities are directly related to the field of estate planning

Click here to view Membership Application Form.

Click here to view CEPC's bylaws.