Application Form

Fill in the information below to apply for Rio Grande Valley 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

Accountant Attorney Financial Advisor Institutional/Charitable Advancement Life Insurance Agent Special Membership Special/Paralegal Trust/Bank Officer

Applicant Questionnaire

Categories: Please mark the closest category that aligns to your profession.

Accountant

Attorney

Development Professional

Financial Advisor

Institutional/Charitable Advancement

Life Insurance Agent

Trust/Bank Officer

Special Membership

Other Information or Special Requests

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

Please contact irma.rodriguez@edwardjones.com with questions about council membership.

Rio Grande Valley 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.