Workflow Webinar: CRM + Estate Planning with Trust & Will

Presented by

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

Speakers

Andres Mazabel

Head of Advisor Sales

Trust & Will

Samuel Deane

President & CEO

Deane Wealth Management

Chris Kopanski

Sr. Product Specialist

Wealthbox


“We’re excited to partner with the leading CRM for financial professionals and to help advisors offer more comprehensive planning. We understand advisors use many tools in their tech stack, and we’re committed to building a best-in-class experience for a more connected ecosystem. We look forward to welcoming Wealthbox customers into our network of more than 4,000 financial advisors currently using our platform.”

Andres Mazabel

Head of Advisor Sales, Trust & Will

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