Application Form

Welcome! Your application has been reviewed by the board and approved for membership. Please make sure your application is completed in full as this information will be used in several systems for Rocky Mountain Estate Planning Council. Be sure to send a professional photo to rmepcsecretary@gmail.com for your directory entry. Thank you, your Leadership Board

Applicant Questionnaire

State of Residence:

Years of Residence:

Estate Planning Years:

Bar Association Member:

Institute of Accounts Member (CPA):

Charterd Life Underwriters Member:

Law State:

Law Years:

Bank/Trust Title:

Recommendation 1 (Current Member):

Recommendation 2 (Current Member):

Recommendation 3 (Current Member):

(Signature of applicant, if printing)
Date: Tuesday, September 26, 2023

Please contact Admin@RockyMountainEPC.org with questions about council membership.

Rocky Mountain 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.

ROCKY MOUNTAIN ESTATE PLANNING COUNCIL