Membership Application

Thank you for your interest in the Estate Planning Council. If you are joining as a new member, please complete the form below. If you are a returning member and renewing your membership, please complete the renewal form here.

Fill in the information below to apply for Estate Planning Council of Grand Traverse Area 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: Tuesday, March 19, 2024

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


Estate Planning Council of Grand Traverse Area 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.