Thank you for your interest in becoming a member of the Stanislaus County Estate Planning Council. Please fill out the application and a member of the board will notify you once your membership has been approved or not approved. Please note that membership is limited to the following professions: Attorney, CPA, CLU, ChFC, CFP, and Trust Officer. We are looking forward to another year of exciting and informative programs for the Stanislaus County Estate Planning Council. We have our monthly lunch meetings at Dewz in Modesto.
Fill in the information below to apply for Estate Planning Council of Stanislaus County membership.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Friday, September 25, 2020
Please contact firstname.lastname@example.org with questions about council membership.
Estate Planning Council of Stanislaus County 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.