Topic: How to Use Technology to Improve Your Estate Planning Practice
Date: November 19, 2021
Time: 9:00am to 12:00pm
Zoom link to follow
AGENDA:
USING WEALTH DOCX CUSTOM CLAUSES FOR INCREASED DRAFTING EFFICIENCY
Lissa Bealke Moore, Project Implementation Manager from Wealth Counsel, will teach us how best to use custom clauses for drafting, how to save them in and use the clause library in Wealth Docx, and how to post attachments to the Massachusetts Community Page on the Wealth Counsel website so we can all share documents and clauses with each other.
USING TECHNOLOGY TO IMPROVE YOUR LAW PRACTICE AND YOUR LIFE
Beth Kostelnik, Esq.
Beth is an Illinois estate planning lawyer and owner of
Peace of Mind Legal Services, LLC. Beth is also a project management consultant specializing in technology implementation and technology adoption. Beth has over ten years of experience consulting for various clients from small local businesses to Fortune 500 Companies. Beth leverages her experience as an estate planning lawyer and management consultant to help lawyers discover how technology can improve their law practices.
Beth is the founder and administrator of the
Estate Planning Lawyers – Tech Junkies Facebook group. The Facebook group has over 1400 members supporting each other through all phases of technology implementation in their firms.
When Beth isn’t working, she enjoys spending time at local coffee shops and exploring nature with her two young children.
You can also find Beth at:
Techie PM Consulting Services -
www.techiepm.comConnect with Beth on LinkedIn:
https://www.linkedin.com/in/bethkostelnik
As always, we will also include a roundtable discussion about the most relevant topics of interest of our members, possibly any updates regarding the proposed tax changes. Please send any suggested topics to the Board at:
board@maforumepa.com.
Following the quarterly program, will be our
Annual Meeting and vote for the Board of Directors for the next term. Only current members in good standing (i.e. who have been approved for membership and paid their annual dues in full) may vote.
The nominees, as submitted by the nominating committee, are::
Lucy Budman, Esq. (to fill the vacancy created by Amy Antonellis, Esq.)
Slate for the class of 2023:
Holly Lemieux, Esq.
William Smyth, Esq.
George Constant, Esq.
Christopher Anasoulis, Esq.
Nancy Kelleigh, Esq.
Note: Returning to the class of 2022:
Paul Bernstein, Esq.
Allen Margulis, Esq.
Danielle G. Van Ess, Esq.
Maria Baler, Esq.
Brandon Walecka, Esq.
For more information about the benefits of membership and instructions for how to apply or renew your membership or pay your dues please see: https://www.maforumepa.com/membership/Please address all questions or concerns to the Board via email to:
board@maforumepa.com.
Please recall & be sure your staff understands that we are a volunteer-only Board of actively-practicing attorneys. We thank you in advance for your (and your team/staff members') courteous patience while you wait for our reply.