Today we’re pleased to announce that digital estate planning platform Trust & Will is now integrated with Wealthbox. Advisors using Wealthbox can now offer Trust & Will’s estate planning services to their clients and track their progress directly in Wealthbox.
This new integration streamlines the process of referring clients to Trust & Will by sending relevant client data from Trust & Will to Wealthbox. Advisors can track their clients’ progress via Wealthbox as they complete their estate plan in Trust & Will, giving advisors the opportunity to offer valuable advice at the right moments along the way. Shared information between the platforms includes clients’ estate plan type, progress status, completion date, and last updated date, all connected by custom fields in Wealthbox.
“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning,” said Andres Mazabel, Head of Advisor Sales at Trust & Will. “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.”
“Our partnership with Trust & Will helps ease common pain points of financial advisors by offering a seamless digital approach to estate planning, which is often overlooked in the financial planning process,” said Steve Carroll, Head of Product at Wealthbox. “We look forward to continuing our focus on providing modern product design backed by a powerful yet intuitive user experience through this new collaboration.”
To learn how to enable the integration, visit our help center and sign up for our upcoming partner webinar on March 9th.