Estate planning workflow - WB (non T&W users)

First-time poster here, long-time lurker! 😂

Does anyone have a solid workflow for estate planning? I use Wealthbox, and while Trust & Will is already integrated, I use Estate Guru. That said, I’m looking for something more customized—ideally, a process that’s well-structured and helps transition estate planning engagements into opportunities for gathering more assets (e.g., AUM, annuities, or life insurance premiums). Bonus points if your approach includes hosting webinars!

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