Workflow Webinar: CRM + Estate Planning with Trust & Will

Presented by


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


Andres Mazabel

Head of Advisor Sales

Trust & Will

Samuel Deane

President & CEO

Deane Wealth Management

Chris Kopanski

Sr. Product Specialist


“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning.”

Andres Mazabel

Head of Advisor Sales, Trust & Will

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