Application Form

	CORAL GABLES / SOUTH DADE ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

We are happy you are seeking membership in our council. Please fill out the application and either print in PDF and email to one of our board members, or hit the submit button.

Fill in the information below to apply for Coral Gables / South Dade Estate Planning Council membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

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

Disciplines

Attorney CPA Trust Officer

Applicant Questionnaire

I am:

A member of the Bar of the State of Florida.

A Certified Public Accountant registered in the State of Florida.

A Chartered Life Underwriter.

A Chartered Financial Consultant or a Certified Financial Planner.

An officer of a trust company or bank maintaining a Trust Department:

A Planned Giving Professional.

I have been actively engaged in my profession for __ years.

[Optional] I am recommended by the following two (2) current members of the Council:

(Signature of applicant, if printing)
Date: Tuesday, April 23, 2024

Please contact admin@coralgablesepc.org with questions about council membership.

Coral Gables / South Dade 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.