Category: What’s New

Rachel Pettis

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Oct 10, 2024

At Vanilla, we’re constantly innovating to help advisors and planners streamline their estate planning process, and we’re thrilled to share a preview of some powerful new tools coming soon to the Vanilla Estate Advisory Platform. These new features will enhance how you work with clients, improving everything from initial conversations to advanced estate planning. Here’s what’s coming later this month: Legacy Planning Calculators for quick, detailed insights IDGTs, a new table view, and other enhancements in Vanilla Scenarios™ The Client Portal available to all Vanilla customers My Notes Library in Vanilla Estate Builder™ Provide clients with quick, actionable insights with...

Today, we’re excited to announce VAI Automatic Profiles to instantly transform clients' existing plans into powerful visuals, saving hours of time wasted diagramming plans in powerpoint. You can read more about the announcement on our blog: Here are several new features for advisors and planners to help clients achieve their estate planning goals, coming in the next few weeks: Document creation now included in most subscriptions, joint trusts in several separate property states, and an Advanced Trust Package available with Vanilla Document Builder™ New Funding Options available in Vanilla Estate Builder™ A new Client Portal where your clients will be...

Vanilla

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Sep 12, 2024

Now every advisor can create modern, visual reviews of every client’s estate in seconds Vanilla, the award-winning estate planning software company, announces V/AI Automatic Profiles, a new AI enabled capability that makes it easy for advisors to quickly create and share a visual summary of their clients current estate plan within minutes of uploading their estate documents.  With V/AI Automatic Profiles, Vanilla can now read estate planning documents using AI and automatically create an estate profile, including visual estate diagrams, beneficiary summaries, fiduciary summaries, and more. Advisors can edit key information such as names, dates, trust details, and other relevant...

Rachel Pettis

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Aug 14, 2024

Summer may be winding down but we’re busier than ever at Vanilla. This month we’re eagerly anticipating several new features coming next week to the platform: Unlimited document creation through Vanilla Document Builder A customized overview of a client’s estate plan with Plan Snapshot A new eMoney import template New funding options in Vanilla Estate Builder (coming in late August) The ability to easily update documents in Vanilla Document Builder New educational videos in the Basic Trust Package questionnaire Unlimited document creation with with Vanilla Document Builder™ Last year we announced that we would begin to offer on-demand documents using...

As summer heats up, so do the new features at Vanilla. This month, we’re excited to introduce several enhancements designed to streamline your estate planning processes and provide even greater value to your clients. Here’s a quick summary of what's new: V/AI for Estate Builder improvements: Estate Builder users now get automatic document summaries and can automatically import text into the client profile. Generation Skipping Transfer Tax - Direct skip calculations: We’ve expanded the power of our platform to support GSTT calculations for direct skips so that each client profile reflects comprehensive tax analysis. Additional distribution customizations: Now you can...

Rachel Pettis

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Jun 18, 2024

Summer’s here and new features at Vanilla are hotter than New York City asphalt. This month we’re excited about: Executive Summary and an enhanced Estate Diagram for the Vanilla platform and PDF report Vanilla Essentials: key documents for your client’s loved ones Generation Skipping Transfer Tax available in Vanilla Estate Builder, Estate Diagram, and more ILITs now available as a modeling strategy in Vanilla Scenarios New fields present in Estate Builder powered by VAI for advanced trusts Give clients a personalized snapshot of their estate with Executive Summary Thanks to feedback from Vanilla customers, we have added an Executive Summary...

As we embrace the vibrant spring season, Vanilla is excited to unveil even more new features and enhancements designed to simplify complex processes, provide intuitive planning tools, and foster deeper advisor-client conversations: Get estate planning answers fast with the full launch of VAI Chat, now generally available. VAI chat offers immediate AI-driven answers and insights, enabling users to efficiently navigate the complexities of estate planning. Streamline client assessments with the Estate Health Check, a quick and effective way for advisors to gather critical insights about a client's current estate situation without the need for exhaustive document reviews. Optimize wealth transfer...

Rachel Pettis

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Apr 16, 2024

Spring (and Legacy Now) is in the air! April is showering Vanilla with multiple new features, enabling our customers to: Expedite document reviews in Vanilla Estate Builder with smart suggestions powered by VAI™ and additional customization with Advanced Distributions Show the potential future impact of layering on a SLAT or GRAT with Vanilla Scenarios™ Invite clients to engage an estate attorney in certain states when completing their documents with Vanilla Document Builder Include the cost of Vanilla Document Builder in your firm’s fee structure with a Charge Me option Add your firm’s custom compliance disclosures to the Vanilla PDF report...

Rachel Pettis

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Mar 19, 2024

March feature madness is in full swing here at Vanilla with new releases and an exciting launch last week! Here's what we're most excited about this month: Introducing Vanilla Scenarios™ An upgraded client Estate Profile Model the future impact of planning with Vanilla Scenarios™ Currently in the Vanilla platform, advisors, planners, and attorneys can use our recently enhanced projections feature to visualize a client’s current estate at a future point in time, like the 2026 Sunset. With Vanilla Scenarios™, rolling out over the coming months, wealth advisors will be able to model the future impact of advanced planning on top...