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.

Learn how Vanilla equips advisors with the tools to offer personalized planning services to each and every client, all without headaches or confusion.

  • Deepen client relationships through estate planning.

  • Create new, high-value deliverables never before offered to your clients and prospects.

  • Fix a clunky, broken process thanks to technology.

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