Application Form

Thank you for being so interested in becoming a member! Our mission is to improve the standard of care we give our clients as Estate Planning Professionals. We look to build a community of Estate Planning Professionals emphasizing thought-sharing and collaboration across the many disciplines that encompass Estate Planning.

Our membership dues are currently $100, payable by check. Membership approval will be pending receipt of payment.

Amount: $100.00

Payable to: Tri-County Estate Planning Council of The Villages
Mail to: PO Box 1427
Lady Lake, FL 32158-1427

Fill in the information below to apply for Tri-County EPC of The Villages 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

CPA Estate & Gift Planning Estate Planning Attorney Financial Advisor Insurance Trust Officer

(Signature of applicant, if printing)
Date: Wednesday, January 22, 2025

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

Tri-County EPC of The Villages 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.

TRI-COUNTY EPC OF THE VILLAGES