Application Form

Thank you for being so interested in becoming a member! Our mission is to improve the standard of care we give our clients as Estate Planning Professionals. We look to build a community of Estate Planning Professionals emphasizing thought-sharing and collaboration across the many disciplines that encompass Estate Planning.

Our membership dues are currently $125, payable by credit card or check. Upon membership approval, you will receive an email with directions on making payment.

Amount: $125.00

Fill in the information below to apply for Tri-County EPC of The Villages membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice.

Disciplines

CPA Estate & Gift Planning Estate Planning Attorney Financial Advisor Insurance Trust Officer

(Signature of applicant, if printing)
Date: Monday, January 26, 2026

Please contact admin@tricountyvillagesepc.org with questions about council membership.

Tri-County EPC of The Villages 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.

TRI-COUNTY EPC OF THE VILLAGES