Vanilla

Dec 20, 2024

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Introducing Vanilla Labs

In 35+ years of solving estate planning challenges for clients—including some of the most complex ultra-affluent cases—our founder Steve Lockshin learned that simplicity, precision, and practicality are the keys to success. That’s why we’re excited to introduce Vanilla Labs, our new hub for lightweight, innovative tools that redefine how advisors engage with their clients.

Vanilla Labs is designed to ideate quickly and launch tools that make it easier for you to illustrate impactful planning concepts without overwhelming your clients or requiring extensive data inputs. These prototypes allow us to gather your feedback, iterate rapidly, and integrate the most effective solutions into our core platform.

Here’s what you’ll find in Vanilla Labs today (and coming soon):

• Prospecting tools that demonstrate the impact of planning with minimal client information
• Quick assessments are used to determine if clients have proper liquidity
• Calculators for GRATs, CLATs, IDGTs, gifts, discounts, and insurance
• Coming soon: New, innovative ways to organize client information so that they want to have all of their financial and estate planning information in Vanilla and want you, their advisor, to have that information

Vanilla Labs will transform your engagement with clients. Explore it, and let us know how we can improve these tools. Your insights are critical. By sharing your experience with these tools, you’ll help us refine them and ensure they’re as practical and powerful as possible.

How to Access Labs

Click the three horizontal lines (menu icon) in the top-left corner of the Vanilla app and select Labs at the bottom of the list. If you don’t see it, contact our customer support team to enable it.