Application Form

	MAGIC VALLEY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Fill in the information below to apply for Magic Valley Estate Planning Council 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

Accountant Attorney Financial Advisor Foundation Representative Insurance Trust Officer

Applicant Questionnaire

Mobile/Cell Phone (For Internal Use Only)

I agree and consent to an annual fee of $150, typically charged around October.

Yes

(Signature of applicant, if printing)
Date: Wednesday, December 04, 2024

Please contact david@tfestateplanning.com with questions about council membership.

Magic Valley 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.