How Advisors Use Estately + Wealthbox to Streamline Estate Planning

Discover how advisors can simplify estate planning with seamless client data integration. Learn how Estately allows you to quickly import client information from Wealthbox, reducing manual entry and improving accuracy. Join Estately and Wealthbox for a webinar to see the integration in action and learn best practices.

This webinar will cover:

1. How Estately helps advisors create and manage comprehensive estate plans efficiently
2. How Wealthbox’s CRM + AI workspace allows advisors to collaborate as a team and manage client relationships like never before
3. How the Estately integration automatically syncs client data from Wealthbox, streamlining the onboarding process
4. The benefits of the Estately and Wealthbox integration, and how to get started with ease