Application Form
Welcome to the Coeur d'Alene Estate Planning Council! We look forward to meeting and learning with you in the 2020-21 year. Our goal is to grow membership and provide learning opportunities for our professional advisors to ensure we continue to represent, promote and grow estate planning throughout the greater Coeur d'Alene area. We encourage you to extend a membership invitation to your colleagues in effort to expand our network. Be well!
Fill in the information below to apply for Coeur dAlene Estate Planning Council membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Tuesday, April 23, 2024
Please contact jennifer.schmidt2@usbank.com with questions about council membership.
Coeur dAlene 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.
