Application Form - Beverly Hills Estate Planning Council

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Application Form

We're so glad you are interested in joining the BHEPC! Please complete the below application and someone will be in touch shortly.

Fill in the information below to apply for Beverly Hills Estate Planning Council membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice.

Disciplines

Asset Management Attorney Broker California Licensed Professional Fiduciary Certified Probate & Trust Specialist CFA CFP® CLU® CPA Estate Planning Personal Trust Administration Private Banking Real Estate Broker Real Estate Consultant Realtor Relationship Management Tax & Charitable Planning Trust Administration Trust Administration & Probate Wealth Management

Applicant Questionnaire

In a few sentences, please let us know why you are interested in joining the BHEPC and provide a description of your relevant experience.

(Signature of applicant, if printing)
Date: Monday, December 15, 2025

Please contact lgivens@loeb.com with questions about council membership.

Affiliated with

National Association of Estate Planners & Councils

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