Application Form

Applicant Questionnaire

Annual dues are $120. Checks should be made payable to Southwestern Michigan Estate Planning Council. Please mail check to Huntington Bank Wealth Management, Attn: Pam Dolezan, Treasurer, 720 Pleasant Street, St. Joseph, MI 49085. You may also pay online at https://www.berriencommunity.org/swmepc

In submitting this application you affirm meeting the Membership Qualifications outlined on the About Us section of the webiste

Yes

Title at Company

Please list any professional designations

(Signature of applicant, if printing)
Date: Thursday, November 21, 2024

Please contact pam.dolezan@chemicalbankmi.com with questions about council membership.

Southwestern Michigan 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.

SOUTHWESTERN MICHIGAN ESTATE PLANNING COUNCIL

Application Form

Personal Information

Office Information

Disciplines

Applicant Questionnaire