Suggested Membership Application For 
The Estate Planning Council of
____________________
 
1. Name: _______________________________
Office Address: _______________________________ Telephone: _________________
Home Address: _______________________________ Telephone: _________________
2. I have been a resident of ________________________ for ________ years.
3. I have been actively engaged in Estate Planning for _____________ years.
4. I am a member in good standing of the:
________________ Bar Association
________________ Institute of Accountants and am a Certified Public Accountant
________________ Life Underwriters Association (Chapter of Chartered Life Underwriters)
5. a) I have been admitted to practice law in ____________________ for  _________ years.
b) I have practiced accounting as a _____(Principal) _____(Partner) _____(Member of the Tax Department of an Accounting firm) in _______________________ for _______ years.
c) I have been a Life Underwriter for ______ years. I am an ________(Agent) _______(Manager)
______ (General Agent) of  the __________________________________________ Company.
d) I am a _______________________ of the __________________________________.
( Title) ( Bank or Trust Company)
6. Statement as to estate planning experience and ways in which applicant can contribute to the Council. (You may use back of form or attach statement.)
__________________________________
(Signature of Applicant)
___________________________________Date
Recommended by:
1. __________________________________
2. __________________________________
(One of the recommending members must be of the same profession as the applicant)