Application Form

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

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

Personal Information

Office Information


Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

(Signature of applicant, if printing)
Date: Sunday, September 24, 2023

Please contact 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.