recorded Webinar Best Practices

How Advisors Can Simplify the Estate Planning Process

Presented by

Join us for a previously recorded live webinar to see how Trust & Will + Wealthbox help advisors simplify the estate planning process. This webinar will cover:

  1. The different types of estate planning and the appropriate use of each type.
  2. How to tailor estate plans to a client’s unique set of circumstances and goals.
  3. How CRM data can be used as a kick-off point for creating an estate plan.
  4. How Trust & Will workflows help expedite the estate planning process.

Speakers

Andres Mazabel

Head of Advisor Sales

Trust & Will

Samuel Deane

President & CEO

Deane Wealth Management

Jomin Bishop

VP of Sales

Wealthbox

“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.”

Andres Mazabel

Head of Advisor Sales, Trust & Will

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