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. We understand advisors use many tools in their tech stack, and we’re committed to building a best-in-class experience for a more connected ecosystem. We look forward to welcoming Wealthbox customers into our network of more than 4,000 financial advisors currently using our platform.”
Head of Advisor Sales, Trust & Will