Application Form

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL ► MEMBERSHIP APPLICATION ◄ For Fiscal year 7/1/2024 - 6/30/2025 First Time Member: $425 Member renewal prior to August 15 2024: $450 Member renewal after August 15 2024: $475 New to Practice Member (5 years or less of practice): $375 Please submit this application along with annual dues to be considered for membership to SAEPC. Thank You! Application payment options are administered on the Member Renewal page.

Applicant Questionnaire

I attended the 2024 Summer Session

Yes

What year did you start working in the estate planning field?

Az Attorney #

CFP® #

Other: Briefly describe your professional involvement in the estate planning area:

Optional: Add a back-up address/phone/email not connected to your business.

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

Please contact admin@saepc.org with questions about council membership.

Southern Arizona 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.

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL