Application Form

Thank you for considering joining the South Bay Estate Planning Council!

Before completing the online application, please read the Membership-Additional Information page of this website for information about member categories and membership requirements.

One of the membership requirments is that the appplicant must be sponsored by two (2) current members of the SBEPC. Ideally, sponsors will have directly worked with an applicant, not just gotten to know the applicant socially. Please provide your potential sponsors with the following questions and request that they email the answers to these questions directly to angela@realinterest.net.

Sponsor Questions:
1. In what professional circumstance do you have first-hand knowledge of this applicant?
2. What qualities does the applicant possess that would cause you to recommend the applicant for membership?
3. How do you think SBEPC and its members would benefit from this applicant's membership?

Fill in the information below to apply for South Bay Estate Planning Council membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice.

Applicant Questionnaire



(Signature of applicant, if printing)
Date: Tuesday, August 19, 2025

Please contact angela@realinterest.net with questions about council membership.

South Bay 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.