Fill in the information below to apply for Southwestern Michigan Estate Planning Council membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Annual dues are $120. Checks should be made payable to Southwestern Michigan Estate Planning Council. Please mail check to Huntington Bank Wealth Management, Attn: Pam Dolezan, Treasurer, 720 Pleasant Street, St. Joseph, MI 49085. You may also pay online at https://www.berriencommunity.org/swmepc
In submitting this application you affirm meeting the Membership Qualifications outlined on the About Us section of the webiste
Please list any professional designations
(Signature of applicant, if printing)
Date: Saturday, December 02, 2023
email@example.com with questions about council membership.
Southwestern Michigan 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.