The Vanilla Resource Center

The information your need to help clients build meaningful legacies

Vanilla
Feb 16, 2023

Guides

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.

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Guide

Guides

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 strategies and why anyone with $10M in assets should care about estate tax.

Guide

Vanilla

Oct 20, 2021

Delivering estate planning at an organizational level

Easy, effective estate planning can be brought in-house to every advising firm — and it should. By offering personalized plans for all clients (not just the ultra-wealthy), firms can get ahead of the curve, cultivating a multi-generational client base. Vanilla simplifies this often cumbersome process by fusing decades of estate planning expertise with great design, empowering firms of all sizes to grow their offerings at scale.

Guide

Vanilla

Oct 06, 2021

Estate planning glossary

Estate planning is essential. It is also extremely difficult to understand for most people, including advisors. In this e-book you’ll find a dictionary of terms and definitions most commonly used by estate planning professionals.

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