Application Form

Thank you for your interest in joining the Greater Boca Raton Estate Planning Council (GBREPC)! We’re excited to learn more about you and look forward to the possibility of welcoming you as a member of our professional community.

To move forward with the membership process, please take a few moments to fully complete the below online application form. Please be sure to complete all fields as the Board will only review complete applications.

If you have any questions or need assistance during the application process, please don’t hesitate to contact me directly at 786-471-1220 or philiph@teamhewins.com.

Fill in the information below to apply for Greater Boca Raton 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

Accountant AEP® Associate Member Attorney Financial Planner/Life Underwriter/Financial Consu Planned Giving Trust Officer Wealth Management

Applicant Questionnaire

Please confirm your discipline: A.) An officer of a corporation authorized to exercise trust powers in the State of Florida. B.) A member of the Florida Bar (include your FL Bar #). C.) A Certified Public Accountant licensed to practice in the State of Florida, an enrolled IRS agent, or a full-time employee of the IRS (include your License #). D.) A Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Financial Analyst, Chartered Market Technician, Certified Trust and Financial Advisor, Certified Investment Management Analyst, Chartered Alternative Investment Analyst or Retirement Income Certified Professional (type your specific designation and include your Certificate #). E.) A Certified Fund Raising Executive or full-time planned giving professional employed by or consulting with Section 501(c)(3) organization(s) (include your License #). F.) An individual who previously held membership in the Greater Boca Raton Estate Planning Council and is retired or not presently working (include your dates of prior membership).

I have been actively engaged in estate or financial planning (as indicated above) for the preceding ______ years (at least three years are required).

I have been practicing such profession in Florida for ______ years (at least one year is required).

To the best of my knowledge and belief the information contained herein is true and correct. I agree to abide by the decision of the Board of Directors as to the disposition of this application. (type signature)

Recommendations of two (2) current GBREPC members are required. One of the members must be of the same membership category as the applicant and at least one of the members must be from a firm or institution other than that of the applicant. Please provide the name, email, and phone number of your references.

Are you interested in learning more about the Council's sponsorship opportunities?

Yes, please send me information.

No, I am not interested.

(Signature of applicant, if printing)
Date: Thursday, August 21, 2025

Please contact admin@bocaratonepc.org with questions about council membership.

Greater Boca Raton 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.

Personal Information

Office Information

Disciplines

Applicant Questionnaire

UPCOMING EVENTS

National Association of Estate Planners & Councils