Estate Advisors

WealthBook gives trust and estate planning professionals an integrated and secure online platform for efficiently managing and growing their business.

Generate Referrals

• Build trusted relationships with your clients’ other advisors by working with them or getting introduced to them
• Reach your clients’ professional advisors through trusted introductions
• Collaborate with your clients’ other advisors to expand your referral network
• Gain visibility into which other types of advisors your clients may be missing so you can make a recommendation
• Make recommendations when your clients lack appropriate solutions—WealthBook opens opportunities to sell diversified products

Enhance Client Service

• Work with your clients' other advisors to achieve estate planning objectives
• Actively manage your clients’ balance sheets to ensure that you’re using any available estate planning vehicle
• Work with your clients and their other advisors to validate that the estate is always well-planned, tax efficient, and assets are properly titled
• Help your clients efficiently pass wealth to beneficiaries
• Offer a secure, electronic vault for clients' critical content

Work Together

With your clients’ important documents in WealthBook’s secure eVault:

• Save time by streamlining time-consuming review processes
• Ensure that trustees, beneficiaries, and heirs are current with respect to estate assets
• Organize and analyze wills, trusts, insurance policies, and more
• Schedule and coordinate tasks and activities with workflows, which simplify routine activities such as annual estate planning audits