Category: Vanilla Updates

Vanilla

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Dec 05, 2024

The best advisors (and, truthfully, our favorite people) are the curious ones—they dig in, ask questions, and are always learning. They want to bring clients great advice that’s backed by education, experience, and perspective.  For all the lifelong learners out there, Vanilla is your partner for refreshing, broadening, honing, brushing up, mastering, reviewing, or just dipping your toes into estate planning topics and skills.  Vanilla Academy launched earlier this year as an estate planning learning hub for advisors who want to up-level their offering and show clients a breadth of expertise, and we’ve just added three additional courses to the...

John Costello

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Nov 19, 2024

New findings highlight increasing expectations for comprehensive estate planning services and technology including AI Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S. consumers on their estate planning priorities, challenges, and expectations.  Vanilla’s 2025 State of Estate Planning report reveals that consumers are seeking comprehensive services and strategies from advisors to preserve both their wealth and their personal values across generations. It also highlights the need for advisors to harness technology to efficiently manage complex estate plans and provide comprehensive wealth advisory with the personal...

Jim Sinai

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Oct 16, 2024

this blog was originally published on 8/15/24 and updated on 10/16/24 to reflect new investors in the round Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption.  Welcomes Edward Jones, Nationwide, and Allianz as strategic investors Vanilla, the award-winning estate planning software company, today announced it has closed its latest fundraising round at $35m, led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes new strategic investors, Edward Jones Ventures*, Nationwide, and Allianz, and new investor Alumni Ventures. In addition to supporting its...

Vanilla

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Oct 16, 2024

Vanilla, the award-winning estate planning software, is excited to announce a strategic integration with eMoney, the industry’s leading financial planning platform. This collaboration delivers a seamless, unified planning experience for financial advisors, combining sophisticated AI-powered estate planning tools with comprehensive financial data to offer a more holistic approach to client wealth management.  With this integration, Vanilla is the first estate planning solution to bring together the best of both worlds: AI-powered estate planning combined with eMoney’s industry-leading financial planning capabilities. This allows advisors to provide their clients with a truly holistic financial plan that includes not only investment strategies and...

Vanilla

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Oct 11, 2024

At Vanilla, we believe in making estate planning accessible to everyone—and that means providing advisors and financial professionals with the education and resources they need to deliver estate planning services.  On October 30th, we’re hosting Vanilla Academy Live, a free half-day estate planning summit featuring two hours of free CFP® CE credit, an estate planning tech spotlight, and an advisor-led panel discussion on streamlining the estate planning experience day-to-day.  Curious to learn more about what’s in store? Here’s a quick overview of what you can expect at Vanilla Academy Live for Fall 2024. Register to attend here. Welcome & Tech...

Today, we’re excited to announce VAI Automatic Profiles to instantly transform clients' existing plans into powerful visuals, saving hours of time wasted diagramming plans in powerpoint. You can read more about the announcement on our blog: Here are several new features for advisors and planners to help clients achieve their estate planning goals, coming in the next few weeks: Document creation now included in most subscriptions, joint trusts in several separate property states, and an Advanced Trust Package available with Vanilla Document Builder™ New Funding Options available in Vanilla Estate Builder™ A new Client Portal where your clients will be...

Vanilla

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Sep 12, 2024

Every advisor can create modern, visual reviews of every client’s estate in seconds Vanilla, the award-winning estate planning software company, announces V/AI Automatic Profiles, a new AI enabled capability that makes it easy for advisors to quickly create and share a visual summary of their clients current estate plan within minutes of uploading their estate documents.  With V/AI Automatic Profiles, Vanilla can read estate planning documents using AI and automatically create an estate profile, including visual estate diagrams, beneficiary summaries, fiduciary summaries, and more. Advisors can edit key information such as names, dates, trust details, and other relevant information in...

John Costello

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Sep 09, 2024

Out of 3,500+ eligible emerging B2B tech companies, Vanilla is recognized for creating a strong workplace culture where humans thrive and do great work together Vanilla, the award-winning estate planning software company, announced today it has been named to Will Reed’s Top 100, a curated list of one hundred emerging tech companies that are building values-driven cultures where employees and customers thrive.  Will Reed, a leading go-to-market executive search firm, in conjunction with PitchBook, a private market database, releases Will Reed’s Top 100 every September, this year honoring Series A and Series B B2B tech companies who are actively building...

Vanilla

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Aug 07, 2024

We are thrilled to announce that Sarah McDaniel has joined Vanilla in the newly created role of Head of Enterprise Enablement. With her extensive industry experience and strategic insight, Sarah is set to lead our efforts in expanding and enhancing advisor enablement at RIAs and enterprise wealth divisions across our customer base. Sarah brings a wealth of expertise to Vanilla. Her background in financial services and her dedication to advocating for and guiding innovative solutions for trust, tax, and estate practices make her an invaluable addition to our team. In her new role, Sarah will be instrumental in shaping the...