Application Form

Thank you for your interest in becoming a member of the Stanislaus County Estate Planning Council. Please fill out the application and a member of the board will notify you once your membership has been approved or not approved. Please note that membership is limited to the following professions: Attorney, CPA, CLU, ChFC, CFP, and Trust Officer. We also have a special category for Associate Members, which is open to individuals who do not fall within the foregoing categories, but who otherwise substantially engage in estate planning work for clients. We are looking forward to another year of exciting and informative programs for the Stanislaus County Estate Planning Council. We have our monthly lunch meetings at Skewers in Modesto.

Fill in the information below to apply for Estate Planning Council of Stanislaus County 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.

Disciplines

Accounting Attorney Financial Planner Insurance Trust Officer

Applicant Questionnaire

Education (College/University) and Year Graduated:

Professional Designation:

Attorney

CPA

CLU

ChFC

CFP

Trust Officer

Associate Membership

Profession and Number of Years in Profession (If applying for Associate Membership, include any professional designation):

Other Professional Organizations:

Describe applicant's background or interest in estate planning, estate taxation, and/or specialized fields, education, and courses relating to estate planning:

Recommending Member:

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

Please contact secretary.scepc@gmail.com with questions about council membership.

Estate Planning Council of Stanislaus County 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.

Personal Information

Office Information

Disciplines

Applicant Questionnaire

UPCOMING EVENTS

National Association of Estate Planners & Councils