Advisors
- How to Use a 'Financial Advisor Account' to Assist Clients
- How to Refer a Client to Trust & Will
- How to Pre-Purchase Estate Plans for Clients
- What Your Client Will Experience When Using Trust & Will: FAQ
- Handling Clients' Existing Trusts Created Outside of Trust & Will
- How to Share Your Estate Plan with Your Financial Advisor
- How to Request Access to Your Client’s Completed Estate Plan Details
- How to Create an Email Template for Referring Clients to Trust & Will in Wealthbox
- How to Integrate Trust & Will with Wealthbox
- Countries and States Where Trust & Will Documents Are Valid