Fill in the information below to apply for Estate Planning Council of Delaware, Inc. membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Please describe your work history that is relevant to the field of estate planning, including number of years of service.
How long have you been actively engaged in estate planning or related activities?
I have been a member in good standing of the:
ATTORNEYS: How long have you been admitted to practice law in Delaware? Do you have other bar admissions?
LIFE INSURANCE INDUSTRY: How long have you been a Life Underwriter? Are you an agent or a manager?
TRUST OFFICERS: What areas of the trust department to you work?
ACCOUNTANTS: What areas have you practiced?
FINANCIAL PLANNERS: How long have you held your professional designation?
OTHER: If your professional experience does not match any of the above, please describe your qualifications for membership in the Council.
Would you like to participate in any committees?
Required: List 3 recommendations of individuals that are currently members of the Council, one of whom is currently in the same profession as the applicant. Include their phone numbers.
How would you like your name to appear on your name tag?
What designations would you like to include on your name tag?
Please download our No Show Policy, sign and return to us. The form is located in our ABOUT section, under DOCUMENTS.
UNDER REVIEW - SEND NO MONEY NOW. Dues are $399 per year. We accept checks and credit cards. If applying January - June, await payment instructions.
(Signature of applicant, if printing)
Date: Sunday, March 03, 2024
email@example.com with questions about council membership.
Estate Planning Council of Delaware, Inc. 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.