Application Form

Please complete the membership application below. Submit questions to Rhys Lewis at membership@madisonestatecouncil.com.

Applicant Questionnaire

Applicants must be recommended by two (2) current members of the Madison Estate Council, at least one of whom must share the profession of the applicants and at least one of whom must not be within the applicant's same place of business. Applicant is recommended by:

Attach statement as to estate planning experience and ways in which applicant can contribute to the Council.

Madison Estate Council (MEC) is an affiliate of the National Associations of Estate Planners & Councils (NAEPC) (www.naepc.org). Please indicate whether you authorize MEC to provide NAEPC with your email address:

Yes, I authorize MEC to provide my e-mail address to NAEPC

No, I do not want my e-mail address provided to NAEPC

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

Please contact membership@madisonestatecouncil.com with questions about council membership.

Madison Estate 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.

MADISON ESTATE COUNCIL