How to Choose the Right Estate Planning Software for Your Firm

Speakers

Erin Hulse

Founder & CEO, Deviate Consulting

Brittany Brown

Senior Associate Technology, Summit Trail Advisors

 

Speakers

Erin Hulse

Founder & CEO, Deviate Consulting

Brittany Brown

Senior Associate Technology, Summit Trail Advisors

Feb 01, 2024
1 hour

In this webinar, you’ll get an expert POV from Erin Hulse, the CEO of Deviate Consulting, which specializes in helping firms select software and implement it into their systems. She’ll take you through step-by-step how to evaluate estate planning software, including your firm’s specific needs, security, integrations, scalability, and more.

You’ll also hear from Brittany Brown, senior associate at Summit Trail Advisors, who recently went through a rigorous process of estate planning software evaluation in preparation for her firm’s purchase decision.

Be sure to download the Buyer’s Guide to Estate Planning Software as well, which we will be referencing throughout the webinar.

Ready to get started?

Deliver a whole new client conversation experience