Coalition staff and advisors counsel organizations and government stakeholders on modernizing legacy rules for the digital age—expanding access to secure legal services, enabling responsible innovation, and ensuring families have modern tools to protect and transfer their legacy.
Kristina Howard is the Executive Director of the LIVE Coalition and a seasoned public affairs leader with more than a decade of experience advancing digital estate planning policy. She brings deep policy expertise and a proven track record of championing technology-driven solutions that expand access to legal services. Kristina played a key role in passing the nation’s first electronic will law in Nevada, observed the Uniform Law Commission’s adoption of model legislation, and has helped secure landmark legislative victories in New York and Missouri. She has spoken at conferences including the Legal Tech Fund and Guiding Generations.
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Natalie Lynch is a policy advisor to the LIVE Coalition, bringing experience leading state legislative campaigns, building national advocacy coalitions, and advancing technology-focused policy initiatives across the technology, healthcare, and financial services sectors.
Previously, Natalie has served as Chief of Staff to a Maryland State Senator, as Deputy Director for the Maryland Senate Democratic Caucus, and has led community organizing efforts for state and national campaigns across the country. She brings deep experience navigating complex legislative environments, developing effective advocacy strategies, and building diverse stakeholder coalitions to LIVE’s work modernizing estate planning laws and expanding access to digital estate planning tools.
Gary is the CEO of The National Law Review. Gary is a serial entrepreneur who has founded many successful legal-tech, legal services, and online lending businesses.
Before joining The National Law Review, Gary served as Chairman and CEO of Raiseworks, an online small business lender. Gary also served as the CEO of American Consumer Lending (ACL), an affiliate of Prospect Capital Corp (NYSE: PSEC), one of the largest purchasers of consumer and small business loans originated by such leading financial institutions as Lending Club, Prosper, and OnDeck. ACL’s aggregate loan portfolio exceeded $500 million. During Gary’s tenure, ACL utilized substantial credit facilities to support its growth, including financing from affiliates of Capital One and Morgan Stanley.
From 1993 to 2023, Gary built and ran several legal-tech and legal services businesses. Several of the brands and companies he was associated with during that time were Ledgers USA, Legal Recovery Fund, Signal Funding, Pegasus, Disability Corner, and Viaticus. Investors and lenders to these businesses included some of the largest financial institutions in the world, such as CNA Insurance, Deutsche Bank, Fifth Third Bank, Fortress Investment Group, Highbridge Capital Management, and HIG Capital.
Gary holds a B.S. in Economics from the Wharton School at the University of Pennsylvania and an MBA from the Kellogg School of Management at Northwestern University.
Sangeeta brings more than 36 years of financial services leadership at Wells Fargo to the LIVE Coalition Advisory Board. A strategic, people-first executive, she has spent more than three decades leading transformation across complex, highly regulated environments, building global teams, modernizing enterprise operations, and developing scalable solutions grounded in both operational rigor and empathy.
Prior to retiring from Wells Fargo, Sangeeta built and led the Estate Care Center, a dedicated global team supporting heirs, beneficiaries, and personal representatives through estate settlement following nearly 500,000 client deaths annually. She also led Talent Acquisition for Consumer, Small & Business Banking, overseeing strategy and delivery, supporting more than one million job seekers and 50,000+ annual hires. Throughout her career, she partnered across Legal, Compliance, Risk, Finance, HR, and Technology to strengthen governance, operations, and the client and employee experience.
Sangeeta holds a master’s degree in Industrial/Organizational Psychology and is Lean Thinking and Six Sigma Green Belt certified. She also serves on the Advisory Board for Empathy and the Board of Directors for North Shore Give and has spent 15 years serving in executive roles on school PTA boards.
A first-generation American whose family immigrated from India, Sangeeta values community, connection, and collective care. She enjoys an active outdoor lifestyle with her husband and two daughters, spending time in San Diego, Kauai, and Lake Arrowhead. Her belief in communities where people genuinely show up for one another is what draws her to LIVE Coalition and its mission.
Jennifer is a senior executive for U.S. Global Wealth Management, leading clients and their advisor teams to access the right expertise and opportunities. Jennifer has a passion for guiding families through values-driven, multi-
generational wealth transitions.
Prior to her role as Vice Chair, Jennifer served as Division Director and previously led the Executive Client Relationship Group at Merrill Lynch and US Trust. Jennifer provides a senior voice for wealth management, asset management, and banking collaboration, guiding innovative product integration. Jennifer serves on the Board of Trust and Will, a fast-growing digital estate planning company. She also teaches leadership development and mentors both within UBS and to MBA candidates.
Jennifer is recognized as a leader and influencer in the banking community, as a keynote speaker with accolades from top media outlets such as Barron’s, Crain’s NY, Los Angeles Business Journal, and San Francisco Business Times. Jennifer was recently named a “Fortune Most Powerful Woman”. Jennifer serves on the Board of Directors for Trust and Will, a fintech digital estate planning company. She is an Independent Board Director for the $1 Billion Pulte Foundation. Jennifer also serves as a Board Advisor for Graceada Partners, a real estate private equity firm. She serves on the Board of The Navigators, a faith-based global non-profit.
Dr. Gerry W. Beyer served as the Governor Preston E. Smith Regents Professor of Law at the Texas Tech University School of Law from 2005 to 2026, and is now the Dean’s Scholar in Estate Planning. Prof. Beyer has received dozens of teaching awards from many law schools throughout his 45-year teaching career, including Texas Tech, Santa Clara University, and St. Mary’s University. He is an Academic Fellow of the American College of Trust and Estate Counsel, serves as the Editor-in-Chief of the Real Estate, Probate, and Trust Law Reporter of the State Bar of Texas, and was appointed by the Uniform Law Commission as the Reporter for the Drafting Committee on Electronic Estate Planning Documents.
In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015, and he received the Distinguished Probate Attorney Lifetime Achievement Award from the State Bar of Texas in 2022. The National College of Probate Judges recently honored him with the Judge Isabella Horton Grant Guardianship Award for his outstanding contributions to the legal profession. Prof. Beyer’s scholarship receives nationwide recognition, and he has won Excellence in Writing Awards from the American Bar Association four times.
