Application Form

Applicant Questionnaire

How many years have you been a resident of Wisconsin?

How many years have you been actively engaged in estate planning?

Are you a member in good standing of the:

Bar Association

Institute of Accountants and am a Certified Public Accountant

Life Underwriters Association Chapter of Chartered Life Underwriters

How many years have been admitted to practice law in Wisconsin?

Have you practiced accounting in Wisconsin as:

Principal

Partner

Member of the Tax Department of an Accounting Firm

How many years have you practiced accounting in Wisconsin?

Have you been a life underwriter in Wisconsin as:

Agent

Manager

General Agent

How many years have you been a life underwriter in Wisconsin?

At what company are you a life underwriter?

In what year did you receive your Chartered Life Underwriter designation?

Statement as to estate planning experience and ways in which applicant can contribute to the Council:

Recommended by (name and phone):

(Signature of applicant, if printing)
Date: Saturday, December 21, 2024

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

The Estate Planning Council of Northeast Wisconsin 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.

THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN