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Wed, Mar 22


Modera Wealth Management

NEW DATE!!! Lunch & Learn - The State of Probate

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

Registration is Closed
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NEW DATE!!! Lunch & Learn - The State of Probate
NEW DATE!!! Lunch & Learn - The State of Probate

Time & Location

Mar 22, 12:00 PM – 1:00 PM

Modera Wealth Management, 535 Boylston St., Suite 300, Boston, MA 02116


About the event

The State of the Probate Courts will go over the current timelines and issues surrounding probate in the more populous counties in Massachusetts, as well as New Hampshire and Florida.  We will also review briefly when probate is required, how to avoid it, and why to avoid it (although that will be obvious once we talk about the timeline).  

This will be a great chance to learn how to educate your clients about the need to avoid probate, probate basics, what expectations to set for your clients when they are facing a probate. 

There will also be an oppurtunity to ask questions, share and learn tips and advice on probate procedure and the courts, and network with your fellow TEC members.  

Depending on numbers, lunch will be provided. 

Thank you Victoria Consoles and Modera Wealth Management, LLC for hosting!  Registration is required to be added to the security list. 

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