Workflow Webinar: CRM + Estate Planning with Trust & Will

Agenda

We host webinars centered around workflows as part of our Workflow Webinar series. In this episode, we’re excited to partner with Trust & Will to showcase their workflow for Estate Planning. Join us to learn more about:

1. The Workflow Libraries within Wealthbox.
2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
3. How firms are using Trust & Will’s Estate Planning workflow template to simplify the estate planning process.
4. How workflows provide advisors with a quick and easy way to ensure nothing slips through the cracks.
5. Getting started with the Trust & Will Estate Planning workflow in Wealthbox