Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accounting, appraiser, attorney, auction broker, bookkeeping/fiduciary accounting, business valuation, care management, conservator, estate administrator, estate liquidation, financial planning, fine art agent, health and wellness, home care, home health and skilled care, insurance, investment advisor, organizing/form management, planned giving, psychotherapy, real estate services, relocation services, residential care, retirement communities, reverse mortgages, tax services and trust services.
Membership dues are charged and a comprehensive membership directory is published online annually.
Annual membership dues are paid in advance. Our fiscal year begins in September 2018 and ends in June 2019. July and August are dark in lieu of the many expected vacations during this time. Guests are welcome but should RSVP in advance and will pay $50 for breakfast.
Become a Member
Earlybird Dues: Membership paid by September 12, 2018 is $300. Membership after September 12, 2018 is $350.
(instructions follow the application for payment)
If you notice any discrepancy, please email Chris Johnson.