Application Form

If none of the disciplines listed apply to you then you are applying for a Class 2 membership. Please explain what you do and how it is connected to estate planning in the Class 2 part of the application below.

Applicant Questionnaire

State of Residence

Years of Residence

Bar Association Member -

Yes

Institute of Accountants Member

Yes

Chartered Life Underwriters Member

Yes

Law State

Law Years

Accounting State

Accounting Years

Life Underwriting Agent

Yes

Life Underwriting Years

Bank/Trust Title

Bank/Trust Name

Class 2 Membership only: If none of the available designations apply then you are applying as a Class 2 member. Please explain what you do and how it is related to estate planning so your application can be properly evaluated.

Applicant Statement

Recomendation 1 from current Member of Council - Required , Name of Member

Recomendation 2 from current Member of Council - Required, Name of Member

Recomendation 3 from current Member of Council - Optional

(Signature of applicant, if printing)
Date: Saturday, April 20, 2024

Please contact admin@montgomeryepc.org with questions about council membership.

Montgomery Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.

MONTGOMERY ESTATE PLANNING COUNCIL