Get started with Wealthbox + Trust & Will
Modern CRM integrated with advanced estate planning technology.
Modern CRM integrated with advanced estate planning technology.
Overview
Trust & Will is modernizing the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online. The integration with Wealthbox allows users to provide direct referrals to Trust & Will’s estate planning services and track clients’ progress directly in Wealthbox. Wealthbox users also have access to a library of Trust & Will workflow templates upon request.
Create custom fields to integrate with Trust & Will.
Add your Wealthbox API token to Trust & Will.
Easily send your Trust & Will referral link to your clients all from Wealthbox.
“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning.”
Andres Mazabel
Head of Advisor Sales, Trust & Will
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
