Vanilla
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Aug 01, 2025
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Vanilla
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Jul 11, 2025
Win new clients by downloading and sending this presentation to potential clients and prospects alike. 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.
Vanilla
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Feb 26, 2025
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.
Vanilla
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Oct 07, 2025
Not all estate planning software is created equal. Find out what to look for to ensure the estate planning software you’re considering meets your needs.
Vanilla
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Aug 22, 2025
How to turn estate planning into a sustainable growth engine for your advisory firm
Vanilla
•
Aug 01, 2025
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Vanilla
•
Jul 11, 2025
Win new clients by downloading and sending this presentation to potential clients and prospects alike. 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.
Vanilla
•
Jul 11, 2025
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 non-charitable gifts that you might want to consider, as this year draws to an end.
Vanilla
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May 30, 2025
For high-net-worth families especially, estate planning represents the pinnacle of long-term wealth preservation, a foundational element of comprehensive financial planning services.
Vanilla
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May 05, 2025
Financial advisors are increasingly recognizing that comprehensive financial planning must include estate planning to truly serve clients’ long-term goals. Traditionally, financial planning (investments, retirement, tax, etc.) and estate planning (wills, trusts, legacy) operated in silos. However, this separation is no longer viable or competitive in today’s client-centric advisory landscape. In this whitepaper, we explore: Why integrating financial and estate planning is essential How leading platforms like eMoney Advisor and Vanilla enable a seamless, holistic planning experience when connected What benefits advisors and clients can expect from this integration. Industry statistics, real-world workflow examples, and forward-looking trends to help financial advisors...
Vanilla
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Apr 17, 2025
Mariner sees a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning
Vanilla
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Feb 26, 2025
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
