Vanguard Pressroom

Jan 18, 2024

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Vanguard Introduces Enhanced Digital Estate Planning Tools to Investors Through Partnership with Vanilla

Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative provider of digital estate planning tools and solutions.

 

The offer was successfully piloted to a small cohort of eligible advised clients in Vanguard Personal Advisor Wealth Management over the past year and will scale to provide ultra-high-net-worth Vanguard investors with a powerful visualized approach to help manage and achieve their current and future estate planning objectives.

 

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Read the full article here: Vanguard Introduces Enhanced Digital Estate Planning Tools to Investors Through Partnership with Vanilla

[Pressroom, Vanguard]