New Member Application - we look forward to your interest in our organization.
Fill in the information below to apply for Charlotte Estate Planning Council membership.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Thursday, August 06, 2020
Please contact Frank.Leontitsis@RaymondJames.com with questions about council membership.
Charlotte 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.