Membership Applications

Tampa Bay Estate Planning Council invites you to complete a membership application if you are a practitioner in a Member Discipline:

  • Attorney
  • Certified Public Accountant
  • Insurance Professional
  • Trust Officer
  • CFP® Professional

You must also be actively practicing estate planning or matters directly related to estate planning the the Tampa Bay Area

You must be sponsored by two (2) members of the Council. One member within your discipline and one member outside your discipline. A letter of recommendation must also accompany membership application.

You must remit annual membership dues.

Non-members who believe they meet these requirements above may apply for membership: Mail-in Membership Application (PDF file)

Non-members who believe they do not meet these requirements may apply for associate membership: Mail-in Associate Membership Application (PDF file).

About Our Council

Council Members Our Council strives to foster understanding of the proper relationship between the functions of the Estate Planning Attorney, Insurance Professional, Trust Officer, Accountant, CFP® professional and any other party or parties having to do with estate planning. We encourage the co-operation and interaction of persons comprising the estate planning team.

One of the unique strengths of the Council is that each officer is from a different discipline. This provides equal representation and adds to the dynamics of the organization. The Board of Directors is comprised of five officers and eight directors. Directors serve for a two-year period.

Many members of The Council serve on the board of directors of local volunteer and non-profit.

Monthly meetings are conducted in September, October, November, January, February, March, April and May. Meetings include networking and dinner featuring guest speaker. Networking normally begins at 5:15 pm with the dinner following at 6:00 pm. December includes a special holiday event for all members and their spouse or guest. The annual dues include the cost of all meetings, dinners, and social event.

The Objectives of the Council

To provide continuing education in estate planning for its members
To promote estate planning awareness in the community
To provide professional and social interaction among members comprising the estate planning team

Tampa Bay Estate Planning Council - Membership