Fill in the information below to apply for Tallahassee Regional Estate Planning Council membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Please indicate how you would like your name to appear on your name tag.
If you were unable to check any of the disciplines above, please explain your involvement/experience in the estate or charitable planning process
If you are a current student enrolled in college or a post graduate program in the Tallahassee region and pursuing a degree or career in law, accounting, estate planning or financial planning, please indicate your school name and degree program. In addition, you will be required to submit one letter of recommendation from a professor in your degree program. Note: Student memberships are limited. A maximum of 5 student members are accepted in each meeting year.
(Signature of applicant, if printing)
Date: Tuesday, March 31, 2020
firstname.lastname@example.org with questions about council membership.
Tallahassee Regional 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.