Application Form

Thank you for your interest in the Estate Planning Council. We welcome new members. Applicants must be sponsored by one or two current EPCLV members, depending upon the membership category. Existing members may renew online using the Member Renewal form on this website. Please contact Sarah Raley at epclehighvalley@gmail.com if you have questions.

Fill in the information below to apply for Estate Planning Council of the Lehigh Valley 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. You may select up to 5 disciplines.

Disciplines

Accountant Associate Attorney Insurance/Financial Advisor Planned Giving and Development Professional Trust Officer

(Signature of applicant, if printing)
Date: Friday, September 29, 2023

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

Estate Planning Council of the Lehigh Valley 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.

ESTATE PLANNING COUNCIL OF THE LEHIGH VALLEY