Simplify Estate Planning with Trust & Will and Wealthbox

Join Wealthbox and Trust & Will for an exclusive webinar on streamlining estate planning with workflows. Discover best practices for using automation to guide clients through the estate planning process, ensuring a seamless experience while saving time. Find out how workflows help advisors stay organized, improve efficiency, and deliver exceptional client service.

This webinar will cover:

1. Best practices for incorporating estate planning into your advisory process.
2. How to create structured workflows to guide clients through key estate planning steps.
3. Ways to use automation to improve efficiency and reduce manual tasks.
4. How to leverage Trust & Will’s Estate Planning workflow template in Wealthbox.