Estate Planning as a Growth Engine with Wealthbox and Trust & Will

Estate planning isn’t just a compliance task, it’s a powerful way to deepen client relationships and grow your practice. This webinar will show advisors how to leverage estate planning conversations to drive new assets under management and generate referrals. Attendees will explore best practices for identifying opportunities, tracking engagement, and delivering meaningful client experiences with Wealthbox and Trust & Will.

This webinar will cover:

1. Using Wealthbox tags and segments to identify clients and prospects for estate planning conversations
2. Integrating Trust & Will deliverables into onboarding and review processes to create tangible client value
3. Best practices for engaging multiple family members and expanding relationships
4. Tracking engagement, planning status, and referral opportunities directly within Wealthbox