Application Form

Fill in the information below to apply for Estate Planning Council of Delaware, 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.

Disciplines

Accountant Appraisal of Fine Art Attorney Attorney Attorney, Trust Officer Attorney/Trust Officer Development Director of Business Development Estate Planning Estate Planning Financial Financial Planner/Advisor In house Attorney Insurance Professional Investment Advisor New Business Development Other Senior Trust Officer T.E.P. Transition Service for Seniors & Estates Trust Administration Trust Administration Trust Officer Valuation Vice President Wealth Management

Applicant Questionnaire

Please describe your work history that is relevant to the field of estate planning, including number of years of service.

How long have you been actively engaged in estate planning or related activities?

I have been a member in good standing of the:

Delaware State Bar Association

Institute of Accountants and/or am a Certified Public Accountant or Public Accountant

Life Underwriters Association of Chartered Life Underwriters

Other

None

I am:

An officer in the trust dept. of a bank or trust co. in DE

A chartered life underwriter with a business located in DE or service clients in DE

An attorney who is admitted to practice in the State of Delaware

A CPA with a business located in Delaware or service clients in DE

a financial planner with a professional designation

ATTORNEYS: How long have you been admitted to practice law in Delaware? Do you have other bar admissions?

LIFE INSURANCE INDUSTRY: How long have you been a Life Underwriter? Are you an agent or a manager?

TRUST OFFICERS: What areas of the trust department to you work?

Trust Administration

Wealth Advisory and Estate Planning

Legal

Tax

Investments

ACCOUNTANTS: What areas have you practiced?

Partner/Director

Manager

Staff Accountant

FINANCIAL PLANNERS: How long have you held your professional designation?

OTHER: If your professional experience does not match any of the above, please describe your qualifications for membership in the Council.

Would you like to participate in any committees?

Programs

Membership

Sponsorship

Social

Required: List 3 recommendations of individuals that are currently members of the Council, one of whom is currently in the same profession as the applicant. Include their e-mail address.

How would you like your name to appear on your name tag?

What designations would you like to include on your name tag?

Please download our No Show Policy, sign and return to us. The form is located in our ABOUT section, under DOCUMENTS.

I have downloaded the no show policy and will email

I have downloaded the no show policy and will mail

UNDER REVIEW - SEND NO MONEY NOW. Dues are $399 per year. We accept checks and credit cards. If applying January - June, await payment instructions.

I have mailed my $399 payment to EPCDE, 1701 Shallcross Avenue, Suite D, Wilmington, DE 19806

Please invoice me for the $399 dues payment.

I will pay by Credit Card (instructions will follow application approval)

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

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

Estate Planning Council of Delaware, 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.