How to Choose the Right Estate Planning Software for Your Firm

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.