Membership Application

Please review the Qualifications tab under membership at the top of the page. All applicants for membership shall be sponsored by two (2) active Council members, one of whom is a member in the discipline applying for who is not connected professional with the firm, if any, with which applicant is then associated.

Fill in the information below to apply for Baltimore 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: Wednesday, September 27, 2023

Please contact with questions about council membership.

Baltimore 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.