Recorded Webinar

Proactive Estate Planning with Trust & Will + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

Estate and legacy planning can be complex and sensitive, but a proactive approach allows advisors to guide clients with confidence and clarity. Join Trust & Will and Wealthbox to learn how advisors can help clients plan ahead, anticipate important decisions, and ensure their wishes are honored, all while strengthening trust and deepening relationships.

This webinar will cover

1 How Trust & Will enables clients to take control of their legacy and estate planning proactively
2 How Wealthbox workflows and reminders help advisors guide clients through next steps with ease
3 Why addressing estate and legacy planning early strengthens trust and long-term advisor-client relationships
4 Practical strategies for integrating estate planning insights into Wealthbox for ongoing client engagement