Integrations /Estate Planning

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Modern CRM integrated with estate planning technology for the win!

Overview’s estate planning tool allows financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. The integration with Wealthbox allows advisors to see the status of their clients’ estate planning progress, estate plan type, emergency access contact information, account status information, and last login timestamp all from within the Wealthbox contact record. Additionally, as clients continue to make progress on their estate plan, their actions will be captured in notes on the Wealthbox contact.

“At, we are committed to delivering a best-in-class experience to advisors and their clients. Our integration with Wealthbox allows advisors to see their clients’s estate planning information directly in their CRM to ensure they have the information they need, when they need it, in one place.”

Danny Lohrfink

Chief Product Officer at

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