recorded Webinar Best Practices

Modernizing Estate Planning with Wealth.com + Wealthbox

Presented by

Estate planning is no longer a one-time document. It’s becoming a core part of ongoing, holistic advice. In this webinar, we’ll explore how advisors can move beyond static estate plans and make them an active, evolving part of their client relationships. Join Wealth.com and Wealthbox to learn how integrating estate planning into your CRM helps you track progress, respond to life events, and keep plans up to date over time.

This webinar will cover:

  1. Why estate planning is becoming a core expectation for clients
  2. Common gaps in how advisors approach estate planning today
  3. How to systematize ongoing estate plan reviews and updates
  4. Ways to track progress, changes, and key milestones over time

Speakers

Charlotte Young

Director, Product Experience and Enablement

Wealth.com

Jy Corbett

Managing Director

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.”

Danny Lohrfink

Chief Product Officer at Wealth.com

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