How Advisors Use Trust & Will + Wealthbox to Streamline Estate Planning

Join us for a previously recorded live webinar to see how advisors who use Trust & Will and Wealthbox can enhance client relationships and streamline estate planning processes. This webinar will cover:

1. How Trust & Will simplifies beneficiary designation and estate document creation.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How to cultivate lasting connections with clients and their families, ensuring that wealth management strategies and estate planning extend seamlessly across generations. 
4. How to seamlessly integrate estate planning into annual client reviews to keep clients’ plans up-to-date and aligned with their evolving goals.