Application Form

Prospective members should complete the 2020 New Member Application Form (below). Applicants must have the recommendation of at least one existing member.


Tulsa Estate Planning Forum 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.