Membership in the Estate Planning Council of Toronto is by invitation. There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, trust officers and financial planners.
Members must be committed to the purposes of the Council, which is dedicated to continuing education and the exchange of ideas in connection with the estate planning process, to ensuring excellence of service, and to fellowship.
To apply for membership, please download and complete the Application form and forward it to our Membership Chair together with your curriculum vitae and required references. Applicants must provide at least three reference. The three references should be (1) current member of the Estate Planning Council of Toronto, (2) not members of the Executive Committee, and (3) not with the applicant's current employer.
To remain in good standing members MUST PAY the annual fee of $500, which is due upon receipt of the invoice mailed in September and members MUST ATTEND four meetings each year. Should illness or other mitigating circumstances prevent a member from attending the requisite number of meetings the member should contact the Membership Chair to request an exception.
Privileged Members, who comprise past Presidents of the Council, may select one of two options: to pay the annual fee of $500 or to pay $70 for each meeting attended.
Estate Planning Council of Toronto meets at the Albany Club eight times a year, generally on the first Tuesday of the month from October through May.
Attendance is tracked by members signing in on the sheets, which are placed on the table immediately to the right of the main entrance to the dining room. Each member and all guests must SIGN IN at every meeting attended. If a member fails to sign in, the Executive will have no record of the attendance and the member will be noted as absent.
A member can also check his or her own attendance record by logging in to the membership pages.
The Albany Club estimates the number of dinners by a rough headcount at about 5:45p.m. Accordingly, members who arrive late cannot be guaranteed dinner service.
Guests are welcome.To ensure adequate catering and a proper introduction of the guest, members must notify the Vice President & Treasurer of the name and title of the guest no later than the Thursday preceding the meeting.
The Guest Fee is $70.00 payable to the Estate Planning Council of Toronto. The cheque for any guest should be delivered to the Treasurer, or any other executive member, at the meeting.
If a member or a guest has special dietary requirements, please indicate your meal preference via the RSVP system no later than the Thursday preceding the meeting date. Late requests may not be accommodated.
Members must pay a penalty of $10.00 if a cell phone goes off during a meeting. The penalty box for deposit of this amount is located at the sign-in table next to the main entrance. All amount collected in the penalty box will be donated to Sick Kids.