5 Common Pitfalls in Estate Planning Drafting featuring Gavel and Cloud Estate Plan | Gavel Webinar скачать в хорошем качестве

5 Common Pitfalls in Estate Planning Drafting featuring Gavel and Cloud Estate Plan | Gavel Webinar

Estate planning attorneys often face recurring challenges in their practice: repetitive data entry, inconsistent templates, and inefficient client intake processes, all of which slow down drafting, increase the risk of errors, and reduce profitability.  In this session, Scott, an estate planning attorney with over three decades of experience, and Anja, Gavel Expert, will demonstrate how Cloud Estate Plan, a solution built on Gavel, resolves those common pitfalls through their system’s smart automation system and pre-built templates.  Try Gavel for free at https://start.gavel.io/pay?utm_medium.... Try Cloud Estate Plan at https://www.cloudestateplan.com/. Speaker Bios: Scott A. Williams is an attorney and counselor at law and managing partner of Williams Allen Casey LPA with his practice limited to estate planning.  Mr. Williams was the former Director of Platform Development for the National Network of Estate Planning Attorneys.  Mr. Williams is also a principal in Advanced Planning Solutions which specializes in customized software applications for estate planning law firms.  Anja-Sara Lahady is a lawyer and legal tech consultant specializing in document automation for law firms across North America. She leverages her legal experience and hands-on experience building automation systems to solve the operational challenges lawyers face through technology. As a Gavel Expert, she led the technical build of Cloud Estate Plan on Gavel, integrating the best practices in estate planning automation.