Application Form
The following professionals actively practicing estate planning for a minimum of three years may apply for membership – with credentials, respectively, of:
- Trust officer, or certified trust and financial advisor
- Member of the bar
- Certified public accountant, registered public accountant, or enrolled agent with the IRS
- Senior level non-profit development director or Certified Fund Raising Executive
- Licensed actuary
- Member of the appraisal institute, senior residential appraiser, senior real property appraiser, or accredited in business valuation
- Registered investment advisor
- Certified life underwriter
- Series 7 licensed brokers
APPLICATION PROCESS
- Start your online application below by entering information requested and click SUBMIT.
- Applications for membership will be reviewed by the membership committee. (Resume may be requested)
- Upon acceptance, the applicant will be notified and will receive permission to pay dues
- Your renewal date will be one year from your join date
- Please make online payment. Additional administrative fee applies if paid by check.
Fill in the information below to apply for Santa Fe Estate Planning Council membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice.
(Signature of applicant, if printing)
Date: Friday, September 20, 2024
Please contact admin@santafeestateplanningcouncil.org with questions about council membership.
Santa Fe 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.
