Membership Application

Please review the Council's Membership Qualifications. All applicants for membership shall be sponsored by two (2) active Council members with the exception of Emerging Planners.

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, June 19, 2024

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.