How do I integrate Trust & Will with Wealthbox? 

You’ll start by heading to your Wealthbox account. Once logged in, just take the following steps: 

  1. First, you’ll create Custom Fields in Wealthbox. (Learn where to find your Custom Fields here.) Next, you’ll create 4 fields under Contacts using the Field Types listed below. 

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  • Single Select Dropdown: Custom Field Label is Trust & Will Plan Type 
    - Create Custom Field Options for Guardian, Will, Trust 
  • Single Select Dropdown: Custom Field Label is Trust & Will Plan Status 
    - Create Custom Field Options for Invited, In Progress, Completed 
  • Date: Custom Field Label is Trust & Will Last Updated Date 
  • Date: Custom Field Label is Trust & Will Completion Date 
  1. Create an Access Token in Wealthbox. (More info on creating Access Tokens can be found here.
  2. Login to your Trust & Will Advisor Dashboard and click My Account. 
  3. Copy/paste your unique Access Token in the blank field within the Wealthbox Integration tile: 

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You’re all set! 

Going forward, whenever you have a mutual client, Trust & Will will automatically push over the above information to Wealthbox. This will enable you to stay more up to date on the progress of your clients Estate Plan.

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