Automating Estate Planning Design & Doc Generation: DecisionVault & Gavel

​Want to streamline your law firm's estate planning intake, design planning, and document generation process but don't know where to start? You're in the right place!

​Join us July 24th to hear how Mike Smith of Smith Barid, LLC applies automation principles and tools to his own estate planning practice, learn the power of streamlined intake from Wouter IJgosse of DecisionVault, and see how to repurpose collected client data to streamline complex document generation from Brittany Hernandez of Gavel.