Application Form

Thank you for your interest in the San Antonio Estate Planning Council! Please feel free to contact us at if you have any questions...

PLEASE NOTE:  The council will start accepting applications for the new year in September.  If you submit your application during the period from May through August, you will not receive an approval notice until September.

Fill in the information below to apply for San Antonio Estate Planners Council membership.

Personal Information

Office Information


Please indicate what discipline(s) you practice. You may select up to 5 disciplines.

(Signature of applicant, if printing)
Date: Saturday, July 20, 2024

Please contact with questions about council membership.

San Antonio Estate Planners 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.