Clarkston Capital

Application Forms

Thank you for your interest in the Central Arizona Estate Planning Council (CAEPC) We are a multi-professional group of approximately 200 professionals working in the greater Phoenix Arizona area, that specialize in legal, accounting, insurance, investment, trust, and valuation professions, as well as representatives from various charitable organizations. The Mission of the CAEPC is to strengthen the estate planning profession in the Phoenix area by, providing high-quality continuing education, sponsoring networking opportunities, and fostering a multi-disciplinary approach to estate planning. To learn more about the benefits of membership go to: Once you have submitted your application it will be reviewed by the CAEPC membership committee. If you are accepted you will receive an email and a link to submit your dues. The Council year is June 1 - May 31.

Fill in the information below to apply for Central Arizona Estate Planning Council membership.

Personal Information

Office Information


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

Applicant Questionnaire

(Signature of applicant, if printing)
Date: Thursday, April 18, 2024

Please contact with questions about council membership.

Central Arizona 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.