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Membership Requirements

Persons eligible for membership in WCEPC are interested in and actively practicing estate planning or matters directly related to estate planning in the Wake County area of North Carolina.

Generally members have at least one of the following titles:

  • Trust Officers and Wealth Management Officers of trust companies and banks
  • Chartered Life Underwriters (CLU)
  • Members of the North Carolina Bar
  • Certified Public Accountants (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planners (CFP®)
  • Officers of community foundation or other non-profit organizations
  • Certified Fund Raising Executive (CFRE)
  • Chartered Retirement Planning Counselors

New members must be endorsed by two existing members of WCEPC, one in the same business or profession, one in a different business or profession.

Applications for membership are filed online according to instructions on the Join WCEPC page.  If the application is approved by the WCEPC board, the new member status will be upgraded to full member and an invoice for initial dues will be generated and emailed to the applicant.  Invoices are due and payable online through the WCEPC website.  Since renewals are all due on September 15 of the year, the initial dues for new members will be automatically prorated if they come in mid year.   

Annual membership renewal is required for existing members to remain active.  As described on the Renew Membership page, renewal includes both the payment of yearly dues and the review of the member's profile to make sure it is still accurate.  Dues are not prorated if the member delays payment.

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