Integrations /Estate Planning

Get started with Wealthbox + Trust & Will

Modern CRM integrated with advanced estate planning technology.


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.

“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

Get started with Wealthbox + Trust & Will

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