Application Form

The Medina County Estate Planning Council is always open to new members and invites Certified Public Accountants, Attorneys-At-Law, Trust Officers, Wealth Advisors, Insurance Professionals and other accredited professionals to join. In addition we encourage individuals participating in fields closely related to financial planning. Our members either reside or have a place of business in the county of Medina or a closely neighboring county. To join, simply complete the information below and you will be contacted by a member of the council with further information.

Fill in the information below to apply for Medina County Estate Planning Council membership.

Personal Information

Office Information

Disciplines

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

Applicant Questionnaire




(Signature of applicant, if printing)
Date: Saturday, October 16, 2021

Please contact MDemczyk@DormanLegacyAdvisors.com with questions about council membership.


Medina County 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.