Modernizing Estate Planning Reviews
ABOUT THIS WEBINAR
For many firms, estate documents are collected, filed away, and rarely revisited. As clients’ lives change, outdated wills, trusts, beneficiary designations, and powers of attorney can create unnecessary risk, and missed opportunities for advisors to deliver more proactive guidance.
Join Wealth.com and Wealthbox to learn how modern technology can transform estate documents from static files into actionable planning insights. You’ll see how Wealth.com’s Ester tool quickly extracts and summarizes key information from existing estate documents, helping advisors identify gaps, prepare for review meetings, and deliver more meaningful advice. Combined with Wealthbox, those insights become part of the client’s ongoing relationship, creating a more connected planning experience.
In this webinar, you'll learn how to
- 1 Identify outdated estate planning documents and potential client risks
- 2 Turn estate documents into actionable planning insights in minutes
- 3 Prepare for more productive estate planning conversations and review meetings
- 4 Keep estate planning insights connected to the client relationship in Wealthbox
SPEAKERS
David Thompson
VP of Product Strategy
Wealth.com
Chris Kopanski
Head of Customer Education
Wealthbox
“At Wealth.com, 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.”
