Application Form
To become a member please fill out the application form below and send to our current president, Rick Verthein at rverthein@rwbaird.com. The board will then render a vote after review and communicate acceptance.
Waukesha County Estate Planning Council, Ltd. 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.
