The Vanilla Resource Center

The information you need to help clients build meaningful legacies

Vanilla
Sep 06, 2023

Vanilla 2023 State of Estate Planning Report

The 2023 State of Estate Planning, based on a survey of 1049 consumers, dives deeply into the psychology of generational wealth planning.

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Guide

Guides

Guide

Vanilla

Sep 26, 2023

New Client Conversations: An Estate Planning Checklist

Whether they're a new client, or a client with whom you haven't discussed estate planning with in the past, this checklist will take you through some important questions to ask to ensure you help meet their goals. This checklist is broken down by net worth and includes the important documents you'll want to make sure you gather.  

Guide

Vanilla

Aug 10, 2023

A guide to trusts for estate planning

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.

Guide

Vanilla

Apr 04, 2023

Vanilla sample report for non-taxable estates

With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.

Guide

Vanilla

Apr 04, 2023

Vanilla sample report for taxable estates

With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.

Guide

Vanilla

Feb 16, 2023

The Vanilla estate planning playbook

A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Steve Lockshin and his 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.

Guide

Vanilla

Feb 10, 2023

Why estate planning matters

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.

Guide

Vanilla

Dec 07, 2022

A guide to gifting

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.

Guide

Vanilla

Sep 19, 2022

Estate Planning: Advanced strategies

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 deck of 10 diagrams to explain some of the advanced estate planning strategies and why anyone with $10M in assets should care about estate tax.

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