Application Form
Membership in Toledo Estate Planning Council is $100 annually. You will be notified of payment instructions upon approval of your application.
Fill in the information below to apply for Toledo 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: Saturday, April 20, 2024
Please contact abbey@envision-mgmt.com with questions about council membership.
Toledo 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.
