Fill in the information below to apply for Estate Analysts of Western New York membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Please provide home address and cell phone number.
Please provide number of years devoted to specialty area and percentage of time devoted to specialty area specifically related to estate planning and estate adiministration.
Member of what Professional Organizations and Position(s) held if any
(Signature of applicant, if printing)
Date: Thursday, April 09, 2020
firstname.lastname@example.org with questions about council membership.
Estate Analysts of Western New York 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.