This guide is for financial advisors who want to integrate their Trust & Will account with Wealthbox. You'll start by heading to your Wealthbox account. Once logged in, just take the following steps:
- 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.
- Single Select Dropdown: Custom Field Label is Trust & Will Plan Type. Create Custom Field Options for Will and 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.
- Log in to your Advisor Portal and go to Profile & Settings.
- Navigate to Wealthbox Integration, located at the bottom of the Profile & settings page, and click Connect Wealthbox.
- Log in to your Wealthbox account.
- Follow the prompts to approve access.
You're all set!
In the future, 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 client's estate plan.
Get Access to Your Trust & Will Workflow
Once your integration is set up, set up the Trust & Will workflow using Wealthbox's partner Workflows.
Trust & Will has a specific workflow that's proven to help advisors easily implement estate planning, with guided steps and reminders for you and your clients.
Instructions on accessing Trust & Will's Workflow can be found here.
If you have any questions along the way, our friendly Advisor Support team is happy to help!