JP Morgan Private Bank

Application Form

Regular Member – Any person who:

  • Is currently engaged in estate planning (defined below) as a professional in the fields of law, accounting, insurance, financial planning, wealth management, trust and estate administration, planned giving, or valuation services;
  • Has engaged in estate planning as a professional for a minimum of five years;
  • Has demonstrated a significant commitment to estate planning either by (one of the following two): 
    • Acquiring a recognized credential of his or her profession that enhances his or her ability to provide estate planning services [Recognized credentials shall include JD, CPA, CFP, CPWA, CLU, ChFC, ASA, CVA, CTFA and other such credentials as the Board shall from time to time approve], OR
    • By making an equivalent contribution to the profession or to his or her professional development and qualifications [Please provide detail of equivalent contribution]

 

Associate Member – Any person who:

  • Has a minimum of two years’ experience in estate planning [years of experience are measured from the date the applicant meets the general qualifications, and not necessarily from the date a professional designation is received; 
  • Otherwise meets the criteria of regular membership.


For purposes of this article, “estate planning” is the process of arranging, accumulating, and preserving a person’s
property so as to gain maximum benefit of the applicable laws relating to the ownership and transfer of property while
carrying out the person’s own wishes for the disposition of his or her property during life and upon death.

 

 

 

Chicago Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.