Client Materials

Estate planning resources to share with your clients
Vanilla
May 22, 2024

Why estate planning matters (Brandable PowerPoint)

Win new clients by downloading this brandable PowerPoint presentation for client meetings. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.

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Client material

Client Materials

Client material

Vanilla

May 22, 2024

Estate Planning Document Checklist

Use this checklist to understand the essential documents that should be included in any estate plan and the purpose of each.

Client material

Daniel Brockley

Feb 01, 2024

Estate Planning: Advanced strategies (Brandable)

Tax planning for clients with taxable estates has always been complex. The best way to explain strategies is with diagrams, not documents. That’s why we’ve put together this brandable PowerPoint presentation for client meetings with 10 diagrams to explain some of the advanced strategies and why anyone with $10M in assets should care about estate tax.

Client material

Vanilla

Jul 14, 2023

Why estate planning matters (Brandable PowerPoint)

Win new clients by downloading this brandable PowerPoint presentation for client meetings. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.

Client material

Vanilla

Apr 06, 2023

A guide to gifting (Brandable PowerPoint)

Making lifetime gifts is one of the most common, tried-and-true strategies to reduce estate tax liability. We’ll walk you through the major types of charitable and non-charitable gifts that you might want to consider, as this year draws to an end.

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