Fill in the information below to apply for Estate Planning Council of Central Texas membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
How many years have you been actively engaged in estate planning?
If an attorney, how many years have you practiced law in Texas? Specialty area(s)?
If an accountant, how many years have you practiced law in Texas? With what companies?
If a Trust Officer, how many years have you worked in this profession? With what companies?
If a CFP, how many years have you had this designation? What companies have your worked for?
Why would you like to join our organization?
Please add any additional information that would be helpful for our board members to help consider your membership.
Please know that under the bylaws of our organization, financial professionals much have one of the following certifications to be eligible for membership: CLU, ChFC, CFP or CFA.
(Signature of applicant, if printing)
Date: Tuesday, October 27, 2020
email@example.com with questions about council membership.
Estate Planning Council of Central Texas 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.