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

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: Tuesday, July 16, 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