Member Application

Apply for a membership:

The KEPS bylaws state that any person with a minimum of two years of relevant experience in estate planning and/or estate administration may apply to the board of directors for membership and upon acceptance by the directors, shall be a member. Relevant experience means experience in which estate planning and/or administration involves at least 25% of that person's regular activities, or experience which is, in the opinion of the directors, equivalent.

To apply, please complete the application form below. Once you submit the application you will be contacted by the Executive to provide additional information - please be prepared to describe your professional practice and the role that estate planning plays in it. After that, the Executive will review your application.

You will be sent an invoice for your membership fee immediately - PLEASE DO NOT PAY THE INVOICE UNTIL YOUR MEMBERSHIP APPLICATION IS APPROVED. Once your application has been approved, you will be notified by the KEPS Membership Coordinator will be provided with instructions for your next steps.