Wealthbox is excited to announce an integration with Estately, an estate-planning platform built for financial advisors. With the Estately integration, advisors can seamlessly import client data from Wealthbox into Estately, eliminating manual data entry and ensuring that client information stays consistent across systems. Instead of manually re-entering client details, advisors can instantly pull information, such as names, email addresses, dates of birth, and home addresses, directly from Wealthbox. By automatically syncing client data between platforms, this integration helps advisors maintain accuracy and consistency while creating a smoother onboarding experience for clients.

Dylan Levene, Head of Product, Estately

"At Estately, our goal is to make estate planning a central component of every advisory practice,” said Dylan Levene, Head of Product at Estately. "The Wealthbox integration eliminates manual data entry, allowing advisors to seamlessly onboard existing clients and new prospects to address their estate planning needs."

“The Wealthbox and Estately integration allows advisors to bring their Wealthbox data directly into the estate-planning workflow,” said Charlie Fargo, Head of Partnerships at Wealthbox. “It’s a simple, time-saving enhancement that improves both efficiency and client experience.”

Charlie Fargo, Head of Partnerships, Wealthbox

How it works

The Estately integration enables advisors to securely connect Wealthbox and estate-planning tools, keeping client data synchronized between platforms. Once connected, Wealthbox contacts can be imported directly into Estately, complete with key client details such as name, email address, date of birth, and home address.

When importing, Estately recognizes existing client records to prevent duplicates and even identifies when a spouse is associated with the client in Wealthbox, allowing advisors to import both individuals at once. This ensures data accuracy while simplifying the process of setting up new estate plans.

By bringing Wealthbox’s rich client profiles into Estately, advisors can quickly create comprehensive estate plans without redundant data entry or manual updates.

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