Application Form - Estate & Business Planning Council of Hartford

Thank you for your interest in joining the Estate and Business Planning Council of Hartford. EBPC Hartford brings together attorneys, trust officers, financial planners, accountants, planned giving professionals, and valuation experts who share a commitment to excellence in estate and business planning across the Greater Hartford area.

Who qualifies?
To be eligible for membership, applicants must fall into one of the following categories:

Applicants must also have a principal place of business — or a majority of their client base — in Hartford County or Middlesex County, Connecticut.

Associate membership is available for professionals outside this area or those currently pursuing a qualifying designation.

To apply, complete the form below. All applications must be sponsored by a current Council member and are subject to review and approval by the Membership Committee and the Board of Directors. If you have questions, please contact us at office@EBPCHartford.org or (860) 721-7400.

Fill in the information below to apply for Estate & Business Planning Council of Hartford 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

Attorney Certified Public Accountant Financial Planning Professional Planned Giving Professional Trust Officer Valuation Expert

Applicant Questionnaire

Sponsor Name:

Education - Undergraduate - Please include the name of the school, graduation year and degree

Education - Graduate Level - Please include the name of the school, graduation year and degree

Professional Designations:

Primary Occupation:

EBPC Category

Attorney

CPA or Enrolled Agent (EA)

Charitable Gift Planner

Financial/ Insurance

Associate Member

Occupational Experience - Please include the firm name, period of service, and type of work

My council member sponsor will provide a cover letter to the Membership Committee Via -

Email: ebpchartford@att.net

Mail: EBPC Hartford, 95 West Street, Rocky Hill, CT 06067

I certify that the information provided in this application is true and accurate to the best of my knowledge. - Full Name (typed signature)

(Signature of applicant, if printing)
Date: Wednesday, July 08, 2026

Please contact ebpchartford@ebpchartford.org with questions about council membership.

Estate & Business Planning Council of Hartford 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.