SAN DIEGO, February 8, 2022 – Trust & Will, the leading digital estate planning platform in the U.S., announced today a new partnership and integration with Wealthbox, a modern client relationship management (CRM) tool. Now, financial advisors can seamlessly offer Trust & Will's estate planning services and track clients’ progress directly in Wealthbox.
As a modern and collaborative tech solution, Wealthbox helps financial advisors, enterprise firms, and broker-dealers better manage workflows and client relationships. This new integration with Wealthbox will streamline the process for financial advisors to offer clients a robust estate planning solution powered by Trust & Will.
“We’re excited to partner with the leading CRM for financial professionals and to help financial advisors offer more comprehensive planning,” said Andres Mazabel, Head of Advisor Sales at Trust & Will. “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.”
The integration will allow financial advisors the option to refer clients to Trust & Will via the CRM and track their clients’ progress as they complete their estate plan — helping advisors stay in the loop and add more value throughout the planning process.
“Our partnership with Trust & Will helps ease common pain points of financial advisors by offering a seamless digital approach to estate planning, which is often overlooked in the financial planning process,” said Steve Carroll, Head of Product at Wealthbox. “We look forward to continuing our focus on providing modern product design backed by a powerful yet intuitive user experience through this new collaboration.”
Interested advisors and journalists can register for a free webinar on March 9, 2022, at 2 pm ET to learn more about the integration between Trust & Will and Wealthbox. To register, visit: https://bit.ly/3I08i4d.
About Trust & Will
Trust & Will is a modern approach to digital estate planning, offering legally valid documents designed and approved by estate planning attorneys to adhere to individual state guidelines. Since 2017, more than 300,000 Trust & Will members have created an online estate plan to set up their family legacy. We make estate planning simple, affordable, and accessible by providing a secure way to set up a plan online in minutes, using bank-level encryption that protects customer data and complies with the highest security standards, including SOC2. Trust & Will is the official estate planning benefit provider for AARP members and is a proud partner of several leading financial institutions, including Northwestern Mutual and Haven Life. To learn more, visit https://trustandwill.com.
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.