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

Bequest

LinkedIn - Anna’s LinkedIn