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.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Saturday, January 28, 2023
Please contact firstname.lastname@example.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.