Membership Application

Thank you for your interest in the Estate Planning Council. If you are joining as a new member, please complete the form below. If you are a returning member and renewing your membership, please complete the renewal form here.

Fill in the information below to apply for Estate Planning Council of Grand Traverse Area 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.

Disciplines

Accountant Attorney Financial Planner Insurance Professional Philanthropy Trust Officer

Applicant Questionnaire

Briefly describe your professional experiences related to estate planning.

I am a member in good standing of the following

Certified Financial Planner

Chartered Financial Analysts

Chartered Financial Consultant

Development Officer

Life Underwriters

Michigan Association of Certified Public Accountants

Michigan Bar Association

Trust Officer

Other

(Signature of applicant, if printing)
Date: Saturday, November 23, 2024

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

Estate Planning Council of Grand Traverse Area 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.