Application Form
Oklahoma City Estate Planning Council Member Application
A membership in the Oklahoma City Estate Planning Council is a valuable collaboration of estate planning professionals in your immediate community.
To apply for membership, please complete your profile information below and be sure to indicate your estate planning discipline. Your application will be reviewed by the Board of Directors and you will be notified via email of your application status.
We look forward to having you as a new member of the Oklahoma City Estate Planning Council!
Fill in the information below to apply for Oklahoma City Estate Planning Council membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice.
Applicant Questionnaire
(Signature of applicant, if printing)
Date: Saturday, February 22, 2025
Please contact carola.thompson55@gmail.com with questions about council membership.
Oklahoma City 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.
