Application Form
Fill in the information below to apply for Estate Planning Council of Pomona Valley, Inc. membership.
Personal Information
Office Information
Disciplines
Please indicate what discipline(s) you practice.
Applicant Questionnaire
(Signature of applicant, if printing)
Date: Thursday, November 21, 2024
Please contact bennancerealestate@gmail.com with questions about council membership.
Estate Planning Council of Pomona Valley, 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.
