Recorded Webinar
Best Practices

Simplify Estate Planning with Trust & Will and Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

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

 

SPEAKERS

Andres Mazabel

Andres Mazabel

Head of Advisor Sales

Trust & Will

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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