The Ruby crew had a great time at the 52nd Annual Heckerling Institute on Estate Planning in late January, and I wanted to share a quick recap of the fun and informative experience.
Estate planning professionals gathered at Heckling to hear from experts in the field, learn all the ins-and-outs of the 2017 Tax Act and its practical implications, and explore tools and technology designed to help create outstanding experiences for their clients (like Ruby!). We heard from many attendees who really enjoyed the sessions, and we were delighted to be part of an important milestone: this year, Heckerling had its highest attendance yet!
We had the chance to mingle with other tech companies serving estate planning professionals, some of which were visiting Heckling for the first time. Here are a few standouts:
- Legacy Concierge facilitates closing electronic accounts, including government, insurance, credit, merchant, banking, email, airline, and social media.
- HomeLight uses sales data and reviews to find top real estate agents based on past performance. Their team describes HomeLight as “Moneyball for real estate.”
- Directive Communications Systems (DCS) is an estate management solution that helps attorneys and personal representatives organize and contact personal accounts to fulfill an individual’s final wishes.
We were lucky enough to meet some Ruby customers in person, too—one of the biggest highlights of the trip! We snapped this selfie with Ruby customer Thomas K. Chu, who chatted with us a bit about how our live remote receptionist service helps him deliver the focused attention his clients are looking for. Another customer, Tiffany O’Conner, stopped by the booth to say hello and grab a photo with Austin.
Many thanks to the talented presenters and wonderful folks we met at Heckerling—we’re looking forward to next year!