Membership

NCW Estate Planning Council membership is open to renewing and new members.

Renewing members can send their dues to the address below. New members should complete this application form and mail with their annual dues. Membership dues are $300 for non-attorneys and $325 for attorneys.

Checks for membership dues should be made payable to NCW Estate Planning Council and mailed to:

Jeffers, Danielson, Sonn & Aylward, P.S.
ATTN: Scott B. Hershey
P.O. Box 1688
Wenatchee, WA 98807

Member Qualifications

Active members must qualify under one of the following professions. The following standards must be met for the membership type.

- Attorneys
  - - Washington State Bar membership
    - Active attorney in good standing
- Accountants
  - - Licensed member of the Washington Society of Certified Public Accountants or American Institute of Certified Public Accountants
    - Active CPA in good standing
- Insurance Professionals
  - - Licensed and a member of the National Association of Insurance and Financial Advisors (NAIFA)
- Trust Officers or Trust Advisors
  - - Active employment as a Trust Officer or Trust Advisor
- Financial Advisors
  - - Successful completion of the Series Seven, Series 65, or Series 66 Certifications or any combination thereof; or
    - Is a Certified Financial Planner (CFP)
- Planned Giving Officers or Planned Giving Advisors
  - - Active employment as Planned Giving Officer or Planned Giving Advisor
- Directors of Public Charities
  - - Executive Director of a public charity or charitable foundation

Associate Member Qualifications

Associate members who are ineligible for active membership in one of the above categories but are professionals in a field associated with estate planning can become members if sponsored by an active member. Associate members can include, but are not limited to:

- Business or estate valuation specialist
- Actuary
- Guardian or conservator
- Paralegal or legal assistant
- Professional in any membership category without required minimum experience