Membership Application Form*

	MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA	MEMBER LOGIN
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*Membership subject to Board review

Fill in the information below to apply for Montgomery County Estate Planning Council of PA 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

Accountants Administrator Advisor/Trust Company Appraisal and Valuation Attorneys Bank and Trust Companies Comprehensive Wealth Management Corporate and Individual Retirement Plans Estate and Pension Advising Estate and Planning Advising Financial Planning Geriatric Care Management Health Insurance & Medical Claims consultant Home Care In-home care management and legal guardianship Insurance Investment Advisor/Trust Company Investments Life Settlements Life Underwriters Related Discipline Related Professionals-Apprs. Value Related Professionals-Apprs. Value Related Professionals-Fin Plan Related Professionals-Others Related Professionals-Stock Bkr Related Professionals-Stock Bkr Resources for Seniors Valuation Wealth Advisor

(Signature of applicant, if printing)
Date: Sunday, July 26, 2026

Please contact admin@mcepc-pa.org with questions about council membership.

Montgomery County Estate Planning Council of PA 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.

Affiliated with

National Association of Estate Planners & Councils

For Professionals

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