Application Form

Applicant Questionnaire

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

Referred by:

Permanent Name Tag - Above your full name and credentials will be your first name or nickname in larger print. If you wish to use a name other than your first name, please tell us what name you want printed.

Mailing Address. If your mailing address is different than the address you listed above, please let us know.

(Signature of applicant, if printing)
Date: Thursday, April 24, 2025

Please contact jreese.hvepc@gmail.com with questions about council membership.

Hudson 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.

HUDSON VALLEY ESTATE PLANNING COUNCIL

Application Form

Personal Information

Office Information

Disciplines

Applicant Questionnaire