(Exactly as you would like it to appear on Membership Certificate)


Social Security Number:





Business Name:

Business Address:








Resident Address

Street Address:




CEPP-EPI Member Sponsor Information

If sponsored by a member of CEPP-EPI, please provide the following information.
(Required for Sponsor's 10% discount towards annual membership fee).

Sponsor's Name:


Sponsor's Address





Payment Information
Send ($300) Check or Money orders payable to: 

The Estate Planning Institute (EPI)
 P O Box 669
Luray, VA 22835

Billing Address:(If Different from Residence)
Course Preference:


Study Buddy

Cepp enrollment does include Course cepp 101

This completes the first of 5 steps to complete your enrollment

To complete the second step please hit the submit button to go to our secure gateway

Submit for information only.
Please also fax the agreement form below

This completes the online portion of your registration. Upon approval you will receive your CEPP Password and Access code for the Internet CEPP Online Center.

Please call 

1 800 232 6465 or 540 743 1733

if you need further assistance.

The next section must be printed/completed and mailed in (along with a copy of your professional license and a photo ID for our records, and a business card with enrollment) before your CEPP Designation can be completed.


The Estate Planning Institute is dedicated to Professional Public Education towards raising the standards of proper and essential preventive multi-generational estate planning. Educating Professionals and the Public about Legal-Financial-Retirement-Long Term Care - Estate Planning, caring for the elderly and providing multi-generational estate planning to Protect America's Assets
One Family at A Time!

Memorandum of Understanding and Agreement

Please note: All support communications and questions must be submitted by fax, or email. CEPP tutorial coaching sessions available by appointment, prepaid by credit card and fee based. I understand that no legal services are offered or rendered through the Estate Planning Institute and that memberships are not transferable or resalable to any other individual, firm or entity.

Your CEPP-EPI Oath with Enrollment

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 planning.

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.

Signature:_________________________________ Date _________

Witness: __________________________Witness Print Name:_________________________ Date ______

Address: _____________________________________City______ ______State ________ Zip____ Phone: _____________

Thank You for Your Enrollment Application

Upon approval you will receive your CEPP Password and Access code for the Internet CEPP Online Center. If you requested the CEPP-EPI hard copy course program it will be sent to you within 10 business days. If we can assist you further, please call:
1 800 231 6890


Please return completed form to:
EPI, P. O. Box 669 Luray, VA 22835

FAX this form to: 703-995-0320 or

Credit enrollment call the 24 Hr Support Center at: 1 800 231 6890
Upon completion of sending enrollment forms, to get course registration online password or order hard copy course manuals call: 1 800 231 6890 or 540-743-6077, 9am–5pm Eastern time.

IMPORTANT: Please type or print neatly and enclose
a copy of professional license and a photo ID for our records along with your business card with enrollment form.

OFFICE HOURS: Mon. - Fri 9-5 PM Eastern Time
Fax Enrollment Forms to: 703-995-0320
24 hr. Credit Card Enrollment 1-800-231 -6890 (see enrollment form attached)
Email enrollment form to:
Check or money order with Enrollment form to:

EPI - CEPP Enroll
P O Box 669
Luray, VA 22835