Become an EPA Member

The Estate Planners’ Authority considers all applications for membership registration carefully.

Prospective members are expected and required to undergo a stringent vetting process scrutinising their standards of competency and professionalism in areas of product, service, qualification, experience, conduct, fiscal management and advertising.

In doing so, prospective members will be expected to provide the EPA with evidence of relevant industry experience, qualifications, insurances, references as well as an ability to satisfy background checks into the existence of any potentially undesirable credit and criminal record histories.

If successful in their application, members are able to profit from a range of benefits derived from becoming an accredited member of the EPA.

Become an EPA Member

The Estate Planners’ Authority considers all applications for membership registration carefully.

Prospective members are expected and required to undergo a stringent vetting process scrutinising their standards of competency and professionalism in areas of product, service, qualification, experience, conduct, fiscal management and advertising.

In doing so, prospective members will be expected to provide the EPA with evidence of relevant industry experience, qualifications, insurances, references as well as an ability to satisfy background checks into the existence of any potentially undesirable credit and criminal record histories.

If successful in their application, members are able to profit from a range of benefits derived from becoming an accredited member of the EPA.

EPA estate planning and funeral planning accreditation includes:

    • Up-to-date information with regard to legislation changes and other developments affecting the estate and funeral planning industries.
    • Access to training and educational support including workshops, online seminars and conferences in the fields of estate and funeral planning.
    • Access to favourable rates of professional indemnity and public liability insurance.
    • Access to a network of supportive professionals who assist each other through the sharing of proven good working practices and customer introductions.
    • Use of the EPA’s logo and seal of approval on all websites, stationery and marketing materials associated with the member’s estate or funeral planning business.
    • Guidance through a stringent code of practice which provides a framework to enable members to offer the highest levels of practice and service in the estate and funeral planning industries.
    • Influence over decision-making regarding the future of the estate and funeral planning industries.
    • Listing in the EPA’s online membership directory with links from the EPA website to the member’s estate or funeral planning website.
    • Support in the event of customer complaints and / or claims made against the member’s business.
    • Yearly renewal of EPA membership certificates and membership cards.

EPA estate planning and funeral planning accreditation includes:

    • Up-to-date information with regard to legislation changes and other developments affecting the estate and funeral planning industries.
    • Access to training and educational support including workshops, online seminars and conferences in the fields of estate and funeral planning.
    • Access to favourable rates of professional indemnity and public liability insurance.
    • Access to a network of supportive professionals who assist each other through the sharing of proven good working practices and customer introductions.
    • Use of the EPA’s logo and seal of approval on all websites, stationery and marketing materials associated with the member’s estate or funeral planning business.
    • Guidance through a stringent code of practice which provides a framework to enable members to offer the highest levels of practice and service in the estate and funeral planning industries.
    • Influence over decision-making regarding the future of the estate and funeral planning industries.
    • Listing in the EPA’s online membership directory with links from the EPA website to the member’s estate or funeral planning website.
    • Support in the event of customer complaints and / or claims made against the member’s business.
    • Yearly renewal of EPA membership certificates and membership cards.

Membership Levels

Standard Membership

The EPA offers entry level accreditation to help newly qualified estate planners establish their business as competent and principled.
Standard Membership
£79.99 per year
  • • Certificate of membership
  • • Membership card
  • • Inclusion in the EPA membership directory
  • • Printed EPA Code of Practice
  • • Use of EPA logo and seal of approval on your marketing material, stationery and website
  • • Marketing materials including stationery and car sticker
  • • One guest blog opportunity on the EPA’s ‘Planning Matters’ news page with link to your website

Reward Membership

This membership package provides larger estate and funeral planning businesses with all previous benefits plus the added security of third party document storage.
Reward Membership
£219.99 per year
  • • Certificate of membership
  • • Membership card
  • • Inclusion in the EPA membership directory
  • • Use of EPA logo and seal of approval on your marketing material, stationery and website
  • • Marketing materials including stationery and car sticker
  • • Discounted drafting software with technical support
  • • Discounted training
  • • Discounted drafting service
  • • Discounted insurance services
  • • Four guest blog opportunities on the EPA’s ‘Planning Matters’ news page with link to your website
  • • Advertising on EPA website containing link to your website
  • • Secure document storage for all your clients

Standard Membership

The EPA offers entry level accreditation to help newly qualified estate planners establish their business as competent and principled.
Standard Membership
£79.99 per year
  • • Certificate of membership
  • • Membership card
  • • Inclusion in the EPA membership directory
  • • Printed EPA Code of Practice
  • • Use of EPA logo and seal of approval on your marketing material, stationery and website
  • • Marketing materials including stationery and car sticker
  • • One guest blog opportunity on the EPA’s ‘Planning Matters’ news page with link to your website

Reward Membership

This membership package provides larger estate and funeral planning businesses with all previous benefits plus the added security of third party document storage.
Reward Membership
£219.99 per year
  • • Certificate of membership
  • • Membership card
  • • Inclusion in the EPA membership directory
  • • Use of EPA logo and seal of approval on your marketing material, stationery and website
  • • Marketing materials including stationery and car sticker
  • • Discounted drafting software with technical support
  • • Discounted training
  • • Discounted drafting service
  • • Discounted insurance services
  • • Four guest blog opportunities on the EPA’s ‘Planning Matters’ news page with link to your website
  • • Advertising on EPA website containing link to your website
  • • Secure document storage for all your clients

EPA Membership Application Form

To receive estate planning and funeral planning accreditation please complete the below contact form to begin the application process. If successful, the application process – between the EPA receiving your full and complete application and the EPA awarding you membership status – will take no more than 28 days.

EPA Membership Application Form

To receive estate planning and funeral planning accreditation please complete the below contact form to begin the application process. If successful, the application process – between the EPA receiving your full and complete application and the EPA awarding you membership status – will take no more than 28 days.

The EPA accredits will writers and other members
of the estate planning industry.

Now accrediting funeral plan companies too.

The EPA accredits will writers and other members
of the estate planning industry.

Now accrediting funeral plan companies too.

APPLY TO JOIN THE EPA:






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