Application Form

Dues are $275 for the calendar year, and include 9 meetings: January-May and September-December. Meals are included when in-person dining or delivery are arranged. NOTE: 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.

Personal Information

Office Information


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

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Sunday, September 19, 2021

Please contact 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.