Live Webinar
Integration Demos
Simplify Estate Planning
Thursday, October 15, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Join Wealthbox and Trust & Will for a live demonstration of the integration and a walkthrough of how advisors can use the two platforms together. We’ll show how to get started, navigate the integration, and incorporate Trust & Will into your existing Wealthbox workflow.
Whether you’re already using the integration or exploring how estate planning can fit into your tech stack, this session will give you a practical look at the experience from start to finish.
Whether you’re already using the integration or exploring how estate planning can fit into your tech stack, this session will give you a practical look at the experience from start to finish.
WHAT WE'LL COVER
- 1 How the Wealthbox + Trust & Will integration works
- 2 How to set up and access the integration
- 3 How the integration fits into existing client workflows
- 4 Getting answers to common questions during a live Q&A
SPEAKERS
Brian Lee
Manger, Advisor Experience
Trust & Will
Chris Kopanski
Head of Customer Education
Wealthbox
“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning.”
