Application Form
Membership in Toledo Estate & Financial Planning Council is $100 annually. You will be notified of payment instructions upon approval of your application.
Fill in the information below to apply for Toledo Estate & Financial Planning Council membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice.
Applicant Questionnaire
(Signature of applicant, if printing)
Date: Saturday, December 21, 2024
Please contact abbey@envision-mgmt.com with questions about council membership.
Toledo Estate & Financial 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.
