Membership Application

Fill in the information below to apply for Estate Planning Council of Grand Traverse Area membership.

Personal Information

Office Information

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Applicant Questionnaire




(Signature of applicant, if printing)
Date: Wednesday, December 02, 2020

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.