|I Agree to uphold the
ethics and professional standards as required by Federal and State Laws and to support,
cooperate, and assist my fellow CEPP-EPI members with honor, integrity, teamwork and
diligence when needed. I understand that I do not practice law, nor provide any legal
advice unless I am licensed to do so.
I am committed to working with a team of
professionals, dedicated to protecting families assets one family at a time, to provide
estate planning awareness and educational programs in my community and to assist other
CEPP-EPI members to do the same. I dedicate my practice to help raise awareness for the
care of the elderly and to bring families together with multi-generational estate
I agree to protect all CEPP-EPI
educational materials that are not to be shared or distributed to others that are not
enrolled members of the CEPP-EPI program. I will not duplicate or distribute any CEPP-EPI
materials without written permission by the Estate Planning Institute in writing. I
understand that no legal services are provided for members or their clients CEPP-EPI.
I have read, understood and agree to
the above terms for enrollment for the CEPP professional designation program of The Estate
Planning Institute. I understand that any unethical or illegal actions by me as perceived
by the Estate Planning Institute could terminate my CEPP-EPI membership and designation
with the Estate Planning Institute.
__________________________Witness Print Name:_________________________ Date ______
_____________________________________City______ ______State ________ Zip____ Phone: