Application Form

Membership dues for new members are $350 plus a $50 new member fee (total $400). Dues are prorated based on the date membership is approved. Please do not submit dues with your application. You will receive an invoice for the full or pro-rated amount after your application is considered by the Board.

Fill in the information below to apply for Greenville 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

Associate Attorney CERTIFIED FINANCIAL PLANNER™ Certified Public Accountant Certified Trust & Financial Advisor Chartered Financial Consultant® Chartered Life Underwriter® Trust Officer

Applicant Questionnaire

As it applies to the previous question regarding disciplines, please list any certificate numbers and dates received:

How many years have you been actively engaged in the practice of your profession or vocation in South Carolina?

How many years have you been actively engaged in Estate Planning?

Education background: List institutions attended, degrees received and dates that degrees were received.

Other Business Experience:

Civic Memberships:

Business Memberships:

“To the best of my knowledge and belief the information contained herein is true and correct.”

Yes

Please provide names and email addresses for two Sponsors (one of whom must be of the same primary profession, listed above, as the applicant) that will be willing to say: “I have known this applicant for the time indicated and believe that the applicant possesses the qualifications for admission into the membership and I recommend that his/her application be approved.”:

Applicant's Home Address:

Have you been doing business in the Greenville area for at least one (1) year?

Yes

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

Please contact gepcgreenville@gmail.com with questions about council membership.

Greenville 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.