Application Form

	EAST TEXAS ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Dear Prospective Member:

The East Texas Estate Planning Council is a professional organization of accountants, attorneys, bankers, and life underwriters, organized to promote and advance the professional’s ability to advise clients in estate planning matters. The Council encourages cordial relations among its members and provides continuing education.

Our 2024-2025 calendar of lunch programs are as follows:

October 2, 2024 – Lunch compliments of the East Texas Communities Foundation
November 6, 2024
December 4, 2024
January 8, 2025
February 5, 2025
March 5, 2025

This year we are implementing new membership options. All payments will now be accepted by electronic payment only. We have two options for membership.

Membership dues $75 + 5 meals at $20 each = $175 one-time payment in full
Membership dues $75 with individual meals at $25 each

If you choose the payment in full option, you will still need to RSVP for each luncheon to reserve your spot.

To join, please submit your information under the Member Renewal tab of the East Texas Estate Planning Council website www.easttxepc.org. You may also update your member information under the Application Form of the website.

If you have any questions, please e-mail us at admin@easttxepc.org.

We look forward to seeing you at the upcoming events!

Fill in the information below to apply for East Texas Estate Planning Council membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice.

Disciplines

Accredited Estate Planner® Attorney Broker CPA Financial Advisor Financial Planner Financial Representative Insurance Agent Trust Officer

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

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

East Texas 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.