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Modernizing Client Intake in Estate Planning
Manage episode 489499664 series 2938951
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In this episode, we welcome Wouter IJgosse, the founder and CEO of DecisionVault — the client data intake platform that’s transforming how estate planning attorneys gather and organize information. We dive into the origin story of DecisionVault, how it’s streamlining workflows for law firms, and what the future of estate tech looks like.
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