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.

Fill in the information below to apply for Montgomery Estate Planning Council membership.

Personal Information

Office Information


Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Tuesday, June 18, 2024

Please contact 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.