Bequest with Anna Mouland | E396
Trust, Estate, and POA Administration
In this episode of FinTech Impact, host Jason Pereira interviews Anna Mouland, CEO and co-founder of Bequest, an innovative B2B SaaS platform designed to automate and streamline the administration of trust estates and powers of attorney. Anna explains how Bequest enhances efficiency for legal professionals with features like an advanced accounting module and automated intake processes. She shares the company's origins, discusses the challenges of estate adjudication, and highlights the importance of a comprehensive end-to-end solution in the legal tech space. Listen in to learn how Bequest is revolutionizing the tedious tasks involved in estate administration and making life easier for both professionals and clients.
Episode Highlights:
00:00 Introduction to FinTech Impact
00:02 Meet Anna Mouland and Bequest
01:02 The Origin Story of Bequest
02:14 Challenges in Estate Adjudication
04:17 Bequest's Solutions and Features
08:54 User Experience and Benefits
14:05 Future Plans and Developments
15:32 Final Thoughts and Reflections
19:32 Conclusion and Podcast Wrap-Up
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Anna’s LinkedIn