Application Form

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL
 
► MEMBERSHIP APPLICATION ◄
For Fiscal year 7/1/2024 - 6/30/2025
 
First Time Member: $425
 
Member renewal prior to August 15 2024: $450
 
Member renewal after August 15 2024: $475
 
New to Practice Member (5 years or less of practice): $375
 
Please submit this application along with annual dues to be considered for membership to SAEPC. Thank You!
Application payment options are administered on the Member Renewal page.

 

Fill in the information below to apply for Southern Arizona Estate Planning Council membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire




(Signature of applicant, if printing)
Date: Thursday, June 13, 2024

Please contact admin@saepc.org with questions about council membership.


Southern Arizona 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.