Mentorship is an important component of EPC Cleveland’s commitment to leadership and career development in the estate planning arena. Although we all “mentor” others to some extent in our professional lives, as an organization dedicated to promoting and supporting careers in fields related to estate planning, EPC Cleveland is happy to provide a mentoring program known as EPC GUIDESTAR to our members!

EPC GUIDESTAR’s goal is to connect experienced EPC professionals with newer, less experienced members who wish to develop a mutually beneficial relationship over the next year, or longer, as determined by the participants. The amount of time required for Mentor/Mentee meetings will be determined by the participants, although it is recommended, at a minimum, to meet either via phone or in person, on a quarterly basis. Networking/social events and learning opportunities will be offered to the entire Guidestar class at various times throughout the year.

Please complete the questionnaire below if you are interested in participating at a Mentor.

Question Title

* 1. Name:

Question Title

* 2. LinkedIn URL:

Question Title

* 4. What is your level of experience for your current profession?

Question Title

* 5. There are many experience levels among the mentees. What experience level(s) would you like to mentor? Indicate all that apply.

Question Title

* 6. Describe your ideal mentee:

Question Title

* 7. What is the #1 thing you would like to get out of this program?

Question Title

* 8. How would you prefer to communicate with your mentee? Indicate all that apply.

Question Title

* 9. If you had to describe yourself (select all which apply):

T