Application Form

	ROCHESTER ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

In addition to completing the following information, please also have one recommendation email sent to Courtney at courtney@wendlaw.com stating that you are recommended for membership.

Fill in the information below to apply for Rochester 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. You may select up to 5 disciplines.

Disciplines

ACCOUNTANT ATTORNEY FINANCIAL PLANNER INSURANCE PLANNED GIVING Portfolio Manager PORTFOLIO MANAGER TRUST OFFICER Trust Officer

(Signature of applicant, if printing)
Date: Monday, March 20, 2023

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

Rochester 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.