Application Form

Thank you for your interest in becoming a member of the Essex County Estate Planning Council. Please fill out our online application form AND send a resume or CV to ecepcouncil@gmail.com. Incomplete applications cannot be reviewed. Our membership year runs from August through May, and membership fees for the 2023-2024 season are $299. Once your application is approved, you will receive a welcome email with instructions on how to pay your dues. Thank you and we look forward to having you as a member!

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

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

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

Disciplines

Accountant/Tax Professional Affiliated Professionals Attorney Financial Planner Insurance Advisor Trust Officer Wealth Manager

Applicant Questionnaire

Are you currently engaged full time in the capacity checked above?

Yes

Have you been working full time in that capacity for at least three years?

Yes

What percentage of your professional work is devoted to estate, business or tax planning?

Have you ever been subject to any disciplinary action by a regulatory agency in your profession? If yes, please explain.

Please include a brief bio/description of your professional business experience. A full resume or CV should be emailed to ecepcouncil@gmail.com.

Who is sponsoring your application? (All new members should obtain a member-sponsor. If you do not have one, please contact the Council after submitting your application.)

(Signature of applicant, if printing)
Date: Monday, December 11, 2023

Please contact ecepcouncil@gmail.com with questions about council membership.

Essex County 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.