Application Form

Fill in the information below to apply for Citrus Estate Planning Council membership.

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice. You may select up to 5 disciplines.




(Signature of applicant, if printing)
Date: Sunday, October 17, 2021

Please contact don@reversemortgagesplus.info with questions about council membership.


Citrus 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.