Application Form

Become a Member of the Oklahoma City 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!

Please note: Membership with the Oklahoma City Estate Planning Council operates on a July 1- June 30 fiscal year. We do not prorate membership fees. Please consider the calendar timing when applying to join. 
 
 

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

Personal Information

Office Information

Disciplines

Please indicate what discipline(s) you practice.

Applicant Questionnaire



(Signature of applicant, if printing)
Date: Friday, September 04, 2026

Please contact admin@okcepc.org 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.