Application Form

	CHARLOTTE ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

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.

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. You may select up to 5 disciplines.

Disciplines

Attorney - Wills, Trusts & Estates Bank Administrator CPA Fiduciary/Trust Officer Financial Advisor Non Profit Organization / Foundation Professional Guardian Realtor / Real Estate Broker

(Signature of applicant, if printing)
Date: Saturday, April 20, 2024

Please contact info@thecepc.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.