Application Form

	SIOUXLAND ESTATE PLANNING COUNCIL, INC.	MEMBER LOGIN
	MEMBER LOGIN

Please answer all questions on the form completely, in the event the question is not applicable, please indicate the same.

Fill in the information below to apply for Siouxland Estate Planning Council, Inc. 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 Allied Professional Attorney Insurance & Investments Planned Giving Professional Trust Services

Applicant Questionnaire

Have you participated in other Professional Committees/Associations? Please indicate position(s) held and years served?

Please list any other Work Experience or Activities applicable to estate planning.

List any Degrees, Designations, Professional Education or Certifications pertinent to the estate planning world. If none, please indicate "none".

Do you have interest in holding a Board or Officer position for the SEPC?

Yes

Please indicate what member or firm referred you, or how you heard about SEPC.

(Signature of applicant, if printing)
Date: Saturday, April 20, 2024

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

Siouxland Estate Planning Council, Inc. 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.