Application Form

By submitting this application, the applicant certifies (1) that he/she has practiced estate planning or practiced in a related field for at least 3 of the 5 years prior to this application (if not applying for an Associate membership); (2) that all licenses and or designations, if any, held by the applicant are current and in good standing including continuing education requirements; and (3) that he/she agrees to adhere to and respect the ethical standards of his or her own profession and the independence and standards of the other professions and disciplines represented in the Council. Annual Dues are $395 which includes the cost for all meetings, attendance, meals, and materials.

Fill in the information below to apply for Greater New Jersey Estate Planning Council membership.

Personal Information

Office Information


Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Saturday, May 25, 2024

Please contact with questions about council membership.

Greater New Jersey 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.