Halifax Estate Planning Council
Membership Application Form (2015 - 2016)
Please complete the following membership application with your contact information. The information on this form will be used in the membership list, which will be available on the HEPC Website: HYPERLINK "http://www.halifaxepc.com" www.halifaxepc.com .
If you are applying as a new member, please mail this application along with your cheque for $250, payable to Halifax Estate Planning Council to the Treasurer at the following address:
Stephanie Smith
WBLI Chartered Accountants
100 Venture Run, Suite 200
Dartmouth, NS B3B 0H9
*Please note that if you are renewing an existing membership, it is not necessary to submit a new application form along with your $250 membership fee.
Your Contact Information
First Name:
Last Name:
Firm Name:
Address:
Address Line 2:
City, Province:
Postal Code:
Email Address:
Telephone:
Fax:
Please describe your specialty or your preferred area of practice so that members can better understand your practice (be as descriptive as possible):
Please describe the type of referral that you would be looking for from another member of the council (again, be as descriptive as possible i.e. small business owners, retirees, minimum portfolio size, specific type of situation, etc.):