Application Form

The purpose of this Council is to study and discuss topics germane to the field of estate planning. Related aspects of estate planning should be considered systematically in a technical and professional manner. There are many incentives to becoming a member including continuing education credits, educational information, networking, and many more. Online Membership Application Memberships are not transferable. They are issued upon an individual basis, so attendance will be by individual members only. Applicants must be sponsored by two members in good standing. All prospective members must be in good standing with their regulatory and/or professional association.

Before Completing the Online Membership Application, please review the MEMBERSHIP I NFORMATION page.

Our bylaws require a copy of your bio or resume along with the application. Please email the bio or resume to our council Admin, Jodon Montgomery at jodon.montgomery@pitonwealth.com. Thank you!

Fill in the information below to apply for NW Montana Estate Planning Council membership.

Personal Information

First Name

Last Name

Business Name

Email Address

Website

Office Information

Business Address

Business City

Business State & Zipcode

Business Phone

Business Fax

Disciplines

Please indicate what discipline(s) you practice.

Disciplines

Accounting Allied Professional Emeritus Member Financial Planning Insurance Law Student/Emerging Professional Trust & Planned Giving

Applicant Questionnaire

Name of Primary Sponsor (Required- current member of the council):

Name of Secondary Sponsor (Required - current member of the council):

Please list related EMPLOYMENT HISTORY: (In addition, submit a bio or resume to jodon.montgomery@pitonwealth.com)

Are you presently under investigation by a professional disciplinary board or governing body or have you previously been found in violation of professional standards by the respective professional disciplinary board or governing body? If yes, please attach a letter of explanation to your application. (Select ALL that apply)

No, I am NOT under investigation, and am in good standing.

Yes, I have a pending issue with my respective professional disciplinary board or governing body

I HAVE FULL KNOWLEDGE OF THE CONDITIONS OF MEMBERSHIP AND AGREE TO THE TERMS THEREOF. (Both boxes must be checked))

I have read and understand the MEMBERSHIP INFORMATION page.

Yes, I accept these terms

Please add in your cell phone number

Are you applying as an Emerging Professional? Yes/No (For those with less than 5 years in Estate Planning)

(Signature of applicant, if printing)
Date: Wednesday, January 22, 2025

Please contact jodon.montgomery@pitonwealth.com with questions about council membership.

NW Montana 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.