Dues are $275 for the calendar year, and include 9 luncheon meetings: January-May and September-December. Membership and benefits are solely for the individual named on the application.
Fill in the information below to apply for Estate Planning Council of Lee County membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Under which discipline are you applying for membership?
Attorney: Must be a member of the Florida Bar Association. Are you?
CFP: Must be a member of the Financial Planning Association. Are you?
CPA: Must be a member of the Florida Institute of CPAs. Are you?
CLU/ChFC: Must be a member of the Society of Financial Service Professionals. Are you?
Trust Officer/Professional Fiduciary currently acting as one who arranges/administers trusts/estates with direct client contact and (1) is employed by a trust company or bank which maintains a trust department, or (2) previously was employed as in (1), or (3) holds the Certified Trust and Financial Advisor (CTFA™) designation, or (4) is certified by the State of Florida as a Professional Guardian. Are you one of these?
(Signature of applicant, if printing)
Date: Tuesday, September 17, 2019
email@example.com with questions about council membership.
Estate Planning Council of Lee 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.