Application Form

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

Office Information


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

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Monday, May 20, 2024

Please contact 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.