New Member Application

CENTRAL FLORIDA ESTATE PLANNING COUNCIL
MEMBERSHIP APPLICATION 2024-2025

$350 PAYMENT DUE AFTER BOARD APPROVAL.

Please review the Membership Requirements before submitting an application.

Applicant Questionnaire

Name & Designation(s):

Area of Concentration:

I am interested in some level of sponsorhip:

Yes

The discipline through which I am applying for membership renewal is checked below (choose only one). I meet all requirements described for this discipline.

(a) Trust Administration

(b) Insurance and Financial

(d) Accounting

(e) Charitable

(f) Other

(g) Associate Member

Recommended by Current Member (1). Please list Current Member along with their Discipline. (ONE OF THE 2 MEMBERS MUST BE OF THE SAME PROFESSION AS THE APPLICANT)

Recommended by Current Member (2). Please list Current Member along with their Discipline. (ONE OF THE 2 MEMBERS MUST BE OF THE SAME PROFESSION AS THE APPLICANT)

If you selected "other" or "associate member" as your discipline, please describe why you should qualify for membership.

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

Please contact membership@cfepc.org with questions about council membership.

Central Florida Estate Planning Council, Inc. 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.

CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC.