Application Form

Fill in the information below to apply for Estate Planning Council of South Orange County membership.

Personal Information

Office Information

Disciplines

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



(Signature of applicant, if printing)
Date: Tuesday, October 15, 2019

Please contact tpm@arborfg.com with questions about council membership.

Estate Planning Council of South Orange County 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.