CRM and Estate Planning with Wealthbox +

Presented by

Estate planning is vital to comprehensive financial advisory services, ensuring clients’ assets are protected and their wishes are honored. Join Wealthbox and for a previously recorded webinar where we’ll discuss how integrating estate planning services into your firm can elevate your advisory practice. 

This webinar will cover:

  1. The significance of estate planning and its crucial role in advisory services.
  2. Best practices for seamlessly integrating estate planning into your firm’s service offerings.
  3. How Wealthbox streamlines estate planning through intuitive CRM functionalities and clean data.


Charlotte Young

Principal Product Manager

Jenna Ghibaudy

Product Specialist


“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

View All Webinars