How to Create an Email Template for Referring Clients to Trust & Will in Wealthbox

You can create a Trust & Will email template within Wealthbox to easily kick off the estate planning process for your clients. Just  take the following steps: 

  1. Enable Wealthbox Mail. (Instructions can be found here.
  2. Add a new template in Wealthbox. (More instructions linked here.
  3. We recommend the following Name, Subject, and Template Content: 
    - Name: Trust & Will Referral
    - Subject: Trust & Will - An estate planning resource for you
     -Template Content: 

{{Contact.FirstName}} {{Contact.LastName}}, 

An Estate Plan is an extremely important part of a solid financial plan — protecting your loved ones and assets. Trust &  Will is an online platform that offers state-specific estate plans. All their documents are designed by attorneys, and they offer live customer support to help you along the way. 

Just click this link to get started. Most clients complete everything in about 30 minutes.” 

  1. Make sure your unique Trust & Will referral link is hyperlinked in your Template Content. Using this link will automatically prompt your client to share their Estate Plan with you once it’s been created.

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You’re good to go - You can now easily send your Trust & Will referral link to your clients from Wealthbox!

How to use Referral Templates without Wealthbox
To use referral templates, follow these steps:

  1. Download Templates: Access and download the referral templates from the Advisor Dashboard here. These templates are designed to promote awareness and encourage your clients to create or revise their estate plans.
  2. Customization: Customize the templates by adding your unique referral link. Retrieve this link from your Advisor Dashboard and insert it into the designated spaces on the templates. This customization ensures your clients receive the discount offered through your referral.
  3. Distribution: You can use these templates to send referrals through your CRM or to multiple clients simultaneously.

Please note that a client will not appear on your dashboard until they begin the estate planning process after creating an account through your referral link



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