Application Form

Please review the EPCCT 'member qualifications' BEFORE applying.

Applicant Questionnaire

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 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?

If you fall under the 'other' category of membership (as defined under member qualifications), please list that category.

Why would you like to join our organization?

Recommended by:

Please add any additional information that would be helpful for our board members to help consider your membership.

(Signature of applicant, if printing)
Date: Saturday, June 03, 2023

Please contact admin@epcct.org 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.

ESTATE PLANNING COUNCIL OF CENTRAL TEXAS

Application Form

Personal Information

Office Information

Disciplines

Applicant Questionnaire