Application Form

By submitting this application, the applicant certifies (1) that he/she has practiced estate planning or practiced in a related field for at least 3 of the 5 years prior to this application (if not applying for an Associate membership); (2) that all licenses and or designations, if any, held by the applicant are current and in good standing including continuing education requirements; and (3) that he/she agrees to adhere to and respect the ethical standards of his or her own profession and the independence and standards of the other professions and disciplines represented in the Council. Annual Dues are $415 which includes the cost for all meetings, attendance, meals, and materials.

Fill in the information below to apply for Greater New Jersey Estate Planning Council 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

Accounting Administration Allied Professional Financial Advisor/Planner Insurance Law Trust Advisor

Applicant Questionnaire

All information above this sentence will be published on the public GNJEPC website unless you opt out by saying no.

Yes

How did you hear about GNJEPC?

Please indicate the name of the sponsoring member. If none a committee member will reach out to you.

Educational Background and Work Experience:

Estate Planning Experience:

Do you have less than 3 years estate planning experience?

Yes

If yes, you are invited to apply for Associate Membership. If so, please describe what you feel you bring to the council:

For CE credits please indicate desired credits (when approved):

CPA

Attorney

CFP

Insurance

Generic

Your CFP license number:

NJ Life Insurance #:

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

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

Greater New Jersey Estate Planning Council 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.