Fill in the information below to apply for Denver Estate Planning Council membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
How many years have you been a resident of Colorado?
Are you, or have you ever been, licensed as an Attorney? Please briefly describe your legal practice, experience, employment and bar admissions:
Are you, or have you ever been, a Certified Public Accountant? Please briefly describe your accounting practice, experience, employment and designations/certifications?
Do you currently hold, or have you ever held, an Insurance License? Please briefly describe your insurance practice, experience, employment and designations/certifications?
Do you currently hold, or have you ever held, any Securities Licenses or been registered as an Investment Advisor Representative? Please briefly describe your securities/investment practice, experience, employment and designations/certifications. Please also include your CRD number.
Please briefly describe and other relevant licenses, designations and professional experience not described above:
Please describe your estate planning experience and ways in which you can contribute to the Council:
Please submit three (3) references with whom you have worked on estate planning matters. References must be current members of the DEPC or other Councils affiliated with the NAEPC. Provide name, email address, and how long you have known him/her.
Name of person who referred you to the Council:
(Signature of applicant, if printing)
Date: Wednesday, January 27, 2021
firstname.lastname@example.org with questions about council membership.
Denver 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.