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Customer Stories
- Balentine Deepens Client Relationships to Provide Increased Value with Vanilla
- How Brett Nelson, CFP® at AdvicePeriod deepens relationships with new and existing clients using Vanilla
- E-Wealth gives entrepreneur clients “aha” experiences with Vanilla
- FMB Wealth Management sets itself apart with Vanilla
- Intelligent Capitalworks harnesses Vanilla to bring greater clarity to clients, at scale
- Dogwood Wealth Management makes estate planning an annual conversation with Vanilla
- Vanilla helps Mariner Wealth Advisors be at the forefront of estate planning
- Capital Advisors increases estate reviews by 300% with Vanilla
Resources
Guides
- A guide to gifting
- A guide to trusts for estate planning
- The Vanilla estate planning playbook
- New Client Conversations: An Estate Planning Checklist
- Vanilla 2023 State of Estate Planning Report
- Vanilla sample report for non-taxable estates
- Vanilla sample report for taxable estates
- Why estate planning matters
- The Buyer’s Guide to Estate Planning Software for Financial Advisors and Estate Planners
Client Materials
Webinars
- Best Digital Marketing Strategies for Financial Advisors in 2024
- Creating Estate Planning Documents with Vanilla
- Flipping the traditional wealth management model on its head with estate advisory
- Legacy Now Fall 2023
- The estate planning playbook with Steve Lockshin
- The State of Estate Planning 2023
- What’s new with Vanilla: April 2023
- What’s new with Vanilla: June 2023
- What’s new with Vanilla: August 2023
Videos
- How do the roles of estate attorney and financial planner differ?
- How does Vanilla take estate planning to the next level for advisors
- How should financial advisors approach technology?
- Steve Lockshin invites you to try Vanilla
- What do you say to clients who are hesitant to engage in estate planning?
- What is the most challenging aspect of estate planning?
Blog
- The four ways Artificial Intelligence (AI) will transform estate planning
- Estate planning for high-net-worth and ultra-high-net-worth individuals
- Estate Planning Checklist: Everything your clients’ documents should cover, according to our legal expert
- Succession planning for financial advisors: The definitive guide
- What is a trust, and what are the different types of trusts?
- Top 7 gifting strategies for estate planning
- 10 effective lead generation strategies for financial advisors
- What is a charitable remainder trust? (with examples)
- A guide to estate tax planning for financial advisors
- What is an irrevocable life insurance trust (ILIT)?
- In tough financial times, estate planning is a path to client retention
- What is a grantor retained annuity trust (GRAT)?
- What is a spousal lifetime access trust (SLAT), and how does it work?
- 7 Effective digital marketing strategies for financial advisors
- A new look and feel for our client estate reports
- Accelerate client onboarding with the new Balance Sheet Builder
- Quickly onboard clients and easily build customizable PDF reports
- The future of estate advisory: A new way to think about estate planning
- Vanilla + Addepar Partnership: New integration simplifies estate planning
- Vanilla Announces New AI-Powered Estate Planning Innovations
- Vanilla appoints Nathan Hunt as Head of Finance and Doug Rybacki as Chief Product Officer
- New Vanilla innovations accelerate customers’ ability to deliver Estate Advisory
- Vanilla Launches First Fully-Integrated Estate Advisory Platform
- Vanilla wins Best Newcomer/Startup award at WealthTech Americas Awards 2023
- Vanilla’s new estate planning research reveals key opportunities for advisors
- Introducing a brand new look for Vanilla
- Visualize estate plans holistically with Class Distributions designations
- What is a pour-over will? The essentials financial advisors and their clients need to know.
- What is an advanced directive?
- What is an Intentionally Defective Grantor Trust (IDGT)?
- What is estate planning, and why is it important?
- What should you include in a will?
Estate Planning Glossary
- Advance Healthcare Directive
- Asset Transfer Letter
- Attorney-in-Fact
- Beneficiary
- Charitable Lead Trust
- Charitable Remainder Trust
- Community Property State
- Conservator
- Creditor
- Decanting Provision
- Divisible Pot Trust
- Estate
- Estate & Gift Tax Exemption
- Estate Planning
- Estate Tax
- Executor
- Family Trust
- Fiduciary
- General Assignment of Assets
- Gift Tax
- Grantor
- Guardian
- Health Care Agent
- Heirs-at-Law
- Holographic Will
- Homestead Exemption
- Inheritance
- Inheritance Tax
- Inter Vivos Trust
- Irrevocable Trust
- Joint Revocable Trust
- Letter of Wishes
- Living Trust
- Living Will
- Mandatory Distribution
- Marital Trust
- Medical Authorization of Minor Children
- Postnuptial Agreement
- Pour-over Will
- Power of Attorney
- Prenuptial Agreement
- Probate
- Probate Fees
- Recorded Deed
- Revocable Trust
- Settlor
- Single Settlor Trust
- Situs
- Tangible Personal Property Memo
- Testamentary Trust
- Trust
- Trust Certification
- Trust Protector
- Trustee
- Trustor
- Unauthorized Practice of Law (UPL)
- Will