Platinum Sponsor

Application Form

We are excited to announce that our membership application is now fully digital!

Joining the Estate Planning Council of Long Island provides valuable opportunities to connect with peers, expand your professional network, and stay current with the latest developments in estate planning. Membership benefits include:

  • 8 annual Council meetings (4 breakfast, 4 dinner)

  • Access to study group meetings and NAEPC webinars

  • Continuing education credits (subject to availability)

 

How to Apply:

Before applying, please review our Council By-Laws to ensure you meet the participation requirements. Once you complete all three steps below, your application will be reviewed by our Membership Committee. Please allow up to 30 days for processing and decision:

  1. Complete the Online Registration Form

  2. Submit the non-refundable Membership Application Fee online

  3. Request written endorsements from two members in good standing

 

By-Laws and Application Instruction Guide:

Estate Planning Council of Long Island 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.