Vanilla Document Builder™ (Demo Video)
Submit your information to watch a 2-minute demo of Vanilla Document Builder.
Speakers
Sam Trapkin
Head of Strategy, Vanilla
Watch On Demand
Speakers
Sam Trapkin
Head of Strategy, Vanilla
Vanilla makes creating estate documents easy for the client while giving the advisor a complete estate planning platform, from document creation to estate plan visualizations and ongoing advisory. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.
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