Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accounting, appraiser, attorney, aution broker, bookkeeping/fiduciary, care management, conservator, estate administrator, estate liquidation, financial planning, fine art agent, home care, home health and skilled care, insurance, investment advisor, planned giving, psychotherapy, real estate services, residential care, relocation services, reverse mortgages, tax services and trust services.

Membership dues are charged and a comprehensive membership directory is published annually.

Become a Member

Annual Membership dues are paid in advance. Our fiscal year begins in September and ends in June. 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 $40 for the breakfast.

Membership Dues are $250 if paid before August 31, 2017; dues paid after September 1, 2017 are $300.

Click here to fill out and submit a Membership Application (must be done annually).

Click here to CHANGE your website listing information.

Click here to submit your headshot or your company’s logo (jpg file).

Deadline November 8, 2017 to be in the paper directory. Applications submitted after November 8, 2017 will be listed on the website only.

Membership Directory

If you are a member, please review your personal information on the directory and check the following:

  • Have there been any changes?
  • Are your categories listed correctly for the index?

Click here to change your website listing information. If you notice any discrepancy or need your badge updated, please email Clare R. Ceplecha