5 Common Pitfalls in Estate Planning Drafting ft. Cloud Estate Plan and Gavel
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.
In this session, you will learn how Cloud Estate Plan works to:
Optimize data entry by pulling from existing client’s important people’s list and clause library to minimize manual input;
Streamline client intake process to reduce your administrative workload;
Improve plan updating by auto-syncing data across all documents to reduce duplicate entries and errors;
Eliminate template maintenance tasks with our pre-built, standardized templates.
Whether you’re new to document automation or looking to refine your existing process, join us to learn how Cloud Estate Plan™ could improve your estate planning practice.
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.