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
Disciplines
Please indicate what discipline(s) you practice.
Applicant Questionnaire
(Signature of applicant, if printing)
Date: Friday, October 04, 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.