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A COMMUNITY OF TRUSTS & ESTATES PROFESSIONALS

Whether just starting your career, still in school, or an experienced professional, join the community and connect with others working in trusts and estates related fields throughout the greater Boston. Sign in or create an account to start!

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MEMBERSHIP BENEFITS

A GROWING NETWORK OF TRUSTS AND ESTATES PROFESSIONALS

The Boston Trusts and Estates Consortium has an ever growing membership spanning all aspects of trusts and estates, including insurance professionals, accountants/CPAs, lawyers, bankers, financial advisors, etc.

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FORUMS TO ASK YOUR QUESTIONS, POST AND APPLY FOR JOBS, AND GET REFERRALS

Boston TEC members can post and answer questions in our forum. No question is too big or small, and our members are always willing to help out. We also have separate boards for referral requests and job postings.

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REGULAR NETWORKING AND EDUCATIONAL EVENTS

Boston TEC hosts regular networking and educational events throughout the year. These often include a mix of in person and virtual options. As the COVID-19 pandemic evolves, so does our offerings to ensure safe and continued access to membership benefits.

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EVENTS

Past and Future Events

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NEXGEN CROSS INDUSTRY NETWORKING EVENT

August 17, 2023

Join members of the Financial Professionals Association, MassCPAs, Boston Estate Planning Consortium, and the Boston Bar Association (and Trusts and Estates Consortium of course!) to eat, drink, and connect!

MAKING THE MOST OF THE TEC WEBSITE

This is a past event.

Learn about some hidden features and settings you may want to use or change!

LUNCH & LEARN - THE STATE OF PROBATE

This is a past event.

Get a primer/update on all things probate for MA, NH, and FL!

Event Registration

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GET IN TOUCH

Questions, comments, concerns or suggestions? We love hearing from our community, so feel free to reach out anytime. Your message will be directed to Boston TEC leadership.

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