Application Form

Become a Member of the Oklahoma Estate Planning Council

A membership in the Oklahoma City Estate Planning Council is a valuable collaboration of estate planning professionals in your immediate community.

To apply for membership:

1.) Please complete your profile information below

2.) Be sure to indicate your estate planning discipline or how you spend your time in the area of estate planning.

3.) Your application will be reviewed by the Board of Directors and you will be notified via email of your application status.

We look forward to having you as a new member of the Oklahoma City Estate Planning Council!

Fill in the information below to apply for Oklahoma City Estate Planning Council 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

Attorney Business Valuations Certified Financial Planner™ CPA Financial Consulting/Advisory Investment/Wealth Advisory Life Insurance/Underwriting Planned Giving Trust Administration

(Signature of applicant, if printing)
Date: Friday, August 15, 2025

Please contact carola.thompson55@gmail.com with questions about council membership.

Oklahoma City 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.

OKLAHOMA CITY ESTATE PLANNING COUNCIL