Application Form

Thank you for your interest in joining the Estate and Business Planning Council of Hartford. EBPC Hartford  brings together attorneys, trust officers, accountants, financial and insurance professionals, 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:
  • Attorney
  • Trust Officer
  • Certified Public Accountant or Enrolled Agent
  • Financial Planning Professional — CFP, ChFC, PFS, or CFA
  • Insurance Professional — CLU, P&C Insurance, or CPCU
  • Valuation Expert — MAI, ASA, CBA, BVAL, CVA, ABV, or 5+ years of experience
  • Planned Giving Professional — CAP designation or 5+ years of experience

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 info@ebpchartford.org or (860) 721-7400.

Fill in the information below to apply for Estate and Business Planning Council of Hartford membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice.

Applicant Questionnaire



(Signature of applicant, if printing)
Date: Saturday, August 22, 2026

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

Estate and 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.