Application Form

Thank you for your interest in the Estate Planning Council of Polk County! We’re excited to connect with professionals who share a commitment to excellence in estate planning.   

Fill in the information below to apply for Estate Planning Council of Polk County membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice.



(Signature of applicant, if printing)
Date: Saturday, August 30, 2025

Please contact EstatePlanningCouncilPolk@gmail.com with questions about council membership.

Estate Planning Council of Polk County 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.