ESTATE PLANNING COUNCIL OF LEE COUNTY

Application Form

Dues are $280 for the calendar year, and include 9 meetings: January-May and September-December. Meals are included when in-person dining or delivery are arranged. NOTE: Membership and benefits are solely for the individual named on the application.

For each discipline, the Council has the following specific professional affiliation or activity requirements:

• Attorney: Must be a member of the Florida Bar.
• Certified Financial Planner®: Must be a member of the Financial Planning Association or the National Association of Personal Financial Advisors.
• Certified Public Accountant: Must be a member of the Florida Institute of CPAs.
• Chartered Life Underwriter® and/or Chartered Financial Consultant®: Must be a member of the Society of Financial Services Professionals.
• Trust Officer/Professional Fiduciary: Must currently be acting as one who arranges/administers trusts/estates with direct client contact and (1) is employed by a trust company or bank which maintains a trust department, or (2) previously was employed as in (1), or (3) currently holds the Certified Trust and Financial Advisor (CTFA™) designation, or (4) is certified by the State of Florida as a Professional Guardian.

When you apply for membership you are attesting that
you meet the above requirements for each discipline you indicate on the application.

Estate Planning Council of Lee County 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.