Vanilla
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Jul 05, 2023
Visualize estate plans holistically with Class Distributions designations
Today, we are excited to announce the latest feature to go live on the Vanilla Estate Advisory Platform, Class Distributions designations for advisors and wealth and estate planning strategists. Class Distributions designations What this means for Advisors Our newest feature, Class Distributions, allows advisors to visualize how their client’s assets flow to future generations when a beneficiary predeceases the client. The addition of this new fact pattern allows the advisor and client to have a more holistic view of the entire estate. Within Vanilla, advisors can align their clients’ Family Tree with the Balance Sheet by selecting per stirpes (deceased...
Vanilla
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Jun 09, 2023
Deepen client conversations with First-to-Pass analysis
At Vanilla, we are continually iterating to expand our product features and support more complex estate planning scenarios. First-to-Pass analysis We are excited to announce our newest feature, First-to-Pass. First-to-Pass allows advisors to have deeper conversations with their clients with the Vanilla Estate Advisory Platform. Now, advisors can dynamically switch between death pattern sequences, allowing advisors to provide a holistic view of the client’s estate plan. The advisor can also decide which death sequence they want to add to the PDF report before sending it to their client. And if the advisor chooses, they can send out two reports with...
Vanilla
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May 25, 2023
Vanilla + Addepar Partnership: New integration simplifies estate planning
Creating a complete estate profile for a client requires blending family, estate plan, and financial information together in one place. Today, we’re happy to announce a new partnership and integration between Addepar and Vanilla to simplify bringing financial data into the Client Profile. Addepar is one of the leading portfolio management systems for wealth advisors, and by bringing the account data from Addepar into the Vanilla Estate Advisory Platform, we will help advisors create a more comprehensive picture of their client’s estate plans. During the onboarding process, advisors can save time and avoid unnecessary manual data entry by connecting their...
Vanilla
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May 18, 2023
Leverage sample profiles to illustrate Vanilla’s value to your clients
With the launch of taxable and non-taxable sample profiles, advisors can now review an example of a completed client account in Vanilla. Their clients can see how the complete picture of their estate and financial plan would be represented on the platform before onboarding their own family, financial, and estate information. During client and prospect conversations, advisors can share the completed sample profile or download the taxable or non-taxable estate PDF report. The Taylor Family is an example of a high-net worth family living in Florida with a taxable estate of $117,050,000. Their estate plan includes revocable trusts, an irrevocable...
Gene Farrell
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May 17, 2023
The future of estate advisory: A new way to think about estate planning
[Watch Legacy Now on demand, to learn more about Vanilla’s vision for estate advisory.] I believe that technology – when used thoughtfully – can be truly transformative. And this week at our Legacy Now event, with the help of Vanilla co-founder Steve Lockshin, I had the opportunity to share how Vanilla plans to transform not just estate planning, but financial advising as a whole, with the new Vanilla Estate Advisory Software. The technology itself is only a part of the picture. It’s a tool. It’s the enabler that, when paired with exceptional advisors, will allow for a new kind...
