CityWire

Mar 12, 2024

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Vanilla launches new estate modeling software

Estate planning tech firm Vanilla today launched its new planning software, making it available to clients for the first time, the firm said.

 

The new software, called Vanilla Scenarios, will allow advisors and estate lawyers to model different estate planning strategies for their clients to help them see the implications of those strategies in real time.

 

Scenarios will allow customers to layer a Grantor Retained Annuity Trust (GRAT), a Spousal Lifetime Access Trust (SLAT), an Irrevocable Life Insurance Trust (ILIT) and a Qualified Personal Residential Trust (QPRT) over a client’s existing estate plan, allowing them to make more informed decisions on the best path forward.

 

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Read more: Vanilla launches new estate modeling software

[Payton Guion, CityWire]