Application Form

 

We invite your application to the Tacoma Estate Planning Council. Membership is open to all those actively (although not necessarily exclusively) engaged in the field of estate planning whose principal business office is in Pierce County or the City of Federal Way. Active members shall have a minimum of three years of experience in estate planning and shall be members of one of the following five groups:

 

1. Chartered Life Underwriters (CLUs), Chartered Financial Consultants (ChFCs) or Certified Financial Planners (CFPs).

2. Officials or employees of trust companies.

3. Attorneys at Law

4. Certified Public Accountants (CPAs)

5. At large – those otherwise actively engaged in estate planning.

 

All qualifying applications will be circulated to the membership for their comment. Based on that input, the Board of Directors will act on the application and notify you of the decision.

 

To begin the application process please download the form, complete it and submit to the 2016-17 Secretary, Lila Wildemann  (calhoul@wellsfargo.com). If you have any questions, please call Lila at 253-593-5852.

 

Click here to download application PDF

 

Click here to download renewal PDF

© Copyright Tacoma Estate Planning Council 2017