Application Form

Fill in the information below to apply for The East Coast 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.

Disciplines

Accountant Allied Professional Attorney CFP® Financial Planning Insurance Law Trust Officer

Applicant Questionnaire

Designation(s):

Principal City and State of Firm:

Names of Two (2) Sponsoring Members (Applicants are required to provide the names of two (2) sponsoring members of which one (1) must work in the same discipline as the applicant):

If your category is "Other", please describe:

If approved, please provide the discipline you would like printed on your name badge (Ex. Attorney, Accountant, Financial Advisor, etc...).

(Signature of applicant, if printing)
Date: Tuesday, August 19, 2025

Please contact ecepc2@gmail.com with questions about council membership.

Personal Information

Office Information

Disciplines

Applicant Questionnaire

UPCOMING EVENTS

National Association of Estate Planners & Councils