How Advisors Use + Wealthbox to Provide a Reimagined Approach to Estate Planning

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Join us for a previously recorded live webinar to discover how the + Wealthbox integration helps advisors deliver better estate planning options and guidance to clients. This webinar will cover:

  1. How the estate planning platform allows advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors use the integration to see real-time updates on their client’s activity within the Wealthbox contact record.
  4. The benefits of the and Wealthbox integration, and how to get started with ease.


Charlotte Young

Principal Product Manager

Jomin Bishop

VP of Enterprise Sales


“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

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