ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

Application Form

Applications made after January:

Please click the link below to download the application. 

Our Council’s fiscal year is July 1 – June 30. Applications received AFTER the January member meeting are priced at a 50% discount. This rate is $150 ($100 membership plus the $50.00 Application Fee). Annual renewals then begin on July 1.

A check for $150.00 made payable to the Estate Planning Council of Eastern New York, Inc. should be submitted with this Application to: Stephanie Cogan, Executive Director, Estate Planning Council of Eastern New York, Inc., P.O. Box 11136, Loudonville, New York 12211.

Payment may also be made online, be sure to email the application to epceny@gmail.com.

 Questions? Email us, thank you!

• HALF-YEAR EPC ENY Membership application 2024-2025.pdf

Estate Planning Council of Eastern New York, Inc. 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.