Category: What’s New

Vanilla

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Dec 20, 2024

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...

Jessica Lantz

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Dec 18, 2024

At Vanilla, we're dedicated to evolving our estate planning platform to meet the needs of our users. As we close out 2024, we're excited to share several powerful enhancements that will streamline your workflow and help you deliver even more value to your clients. eMoney Integration: Keeping Financial Data Current Facilitate your planning with Vanilla's new eMoney integration. Say goodbye to manual data entry – this powerful integration keeps your client's financial data current through daily updates, ensuring you always have the most accurate information at your fingertips for better decision-making and planning. This also ensures data accuracy and consistency...

This month, Vanilla introduces powerful updates designed to address the real-world challenges of estate planning. From expanded client options to time-saving innovations, these features reinforce Vanilla Document Builder™ as the premier solution for advisors and their clients. Vanilla Document Builder™ updates Advisor Access: Clearer collaboration with clients Advisor Access allows clients to share questionnaire progress and drafts of their planning documents directly with their advisors. Advisors gain insights into client planning without clients giving up control of their data. This feature helps collaboration happen more smoothly and securely, while keeping advisors informed. Guardians, stepchildren, and future children: Plan for possibilities...

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 10, 2024

At Vanilla, we’re constantly innovating to help advisors and planners streamline their estate planning process, and we’re thrilled to share a preview of some powerful new tools coming soon to the Vanilla Estate Advisory Platform. These new features will enhance how you work with clients, improving everything from initial conversations to advanced estate planning. Here’s what’s coming later this month: Legacy Planning Calculators for quick, detailed insights IDGTs, a new table view, and other enhancements in Vanilla Scenarios™ The Client Portal available to all Vanilla customers My Notes Library in Vanilla Estate Builder™ Provide clients with quick, actionable insights with...

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...

Vanilla

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Aug 14, 2024

Summer may be winding down but we’re busier than ever at Vanilla. This month we’re eagerly anticipating several new features coming next week to the platform: Unlimited document creation through Vanilla Document Builder A customized overview of a client’s estate plan with Plan Snapshot A new eMoney import template New funding options in Vanilla Estate Builder (coming in late August) The ability to easily update documents in Vanilla Document Builder New educational videos in the Basic Trust Package questionnaire Unlimited document creation with with Vanilla Document Builder™ Last year we announced that we would begin to offer on-demand documents using...

As summer heats up, so do the new features at Vanilla. This month, we’re excited to introduce several enhancements designed to streamline your estate planning processes and provide even greater value to your clients. Here’s a quick summary of what's new: V/AI for Estate Builder improvements: Estate Builder users now get automatic document summaries and can automatically import text into the client profile. Generation Skipping Transfer Tax - Direct skip calculations: We’ve expanded the power of our platform to support GSTT calculations for direct skips so that each client profile reflects comprehensive tax analysis. Additional distribution customizations: Now you can...