Automate Your Estate Planning Firm in 2025
Hosted by Gavel
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About Event
Automation should be your #1 resolution for 2025 - learn how to streamline your practice from client intake to document generation in this informative session.
Gain insights and see how tools fit together to enhance the client experience and reduce human error from Wouter Ijgosse of DecisionVault, Brittany Hernandez of Gavel, and Beth Kostelnik of Techie PM.