MEMBER LOG IN IS NOT REQUIRED TO ACCESS THE LOCAL WEBSITE
THE MEMBERSHIP FORM FOR 2024-2025 MEMBERSHIP RENEWALS AND NEW MEMBERS WILL BE AVAILABLE IN JUNE. THE MEMBERSHIP YEAR IS JUNE 1 - MAY 31.
Membership consists of the following professionals who are ACTIVELY INVOLVED IN THE ESTATE PLANNING PROCESS: attorneys at law; certified public accountants; financial planners; officers of trust companies or banks maintaining trust departments which are actively engaged in trust or estate operations and administration; and other associated professionals actively involved in the estate planning process.
MEMBER RENEWALS: For credit card payments online, please click on the "Member Renewal" under the drop down Membership Menu or print the Application Form to mail a check.
NEW MEMBERS: Please print and complete the Application Form under the drop down Membership Menu
Note: We ask that members and non-members refrain from using the member directory to send unsolicited e-mails, faxes and regular mail.
Founded in 1946 as the Dallas Estate Council, incorporated in 1975 as the Dallas Estate Planning Council, we are a non-profit professional association. The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning. Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs . The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage co-operation of persons acting under those disciplines. This web site will provide our members with new services and opportunities to share resources and information not only with our own members but also with other estate planning councils throughout the country.
Looking for a Council document (handouts, etc.)?
Click on this link: https://www.dallasepc.org/council/documents
Dallas 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.
