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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Jan 28, 2025
Use this cheat sheet as a guide for aligning estate planning building blocks with the most appropriate planning techniques to meet clients' needs.
Vanilla
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Dec 03, 2024
Download this calendar for a schedule of timely topics and techniques to help you provide continual value for clients and discover ways to grow your business.
Vanilla
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Nov 19, 2024
The State of Estate Planning Report, newly released for 2025, reveals emerging trends and client sentiments advisors need to know.
Vanilla
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Nov 07, 2024
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 gifts that you might want to consider, as this year draws to an end.
Vanilla
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Sep 12, 2024
With Vanilla, advisors can offer a new deliverable that both clients and prospects have never seen before. Plan Snapshot visualizes family, financial, and estate information in one easy to understand diagram to provide an intuitive and personalized overview of your client's plan.
Vanilla
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Jul 23, 2024
Discover non-taxable estate planning strategies that focus on minimizing income taxes, planning for IRA-heavy estates, and leveraging capital gains strategies.
Vanilla
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May 29, 2024
Discover how central planning teams can prepare and empower advisors to have foundational yet meaningful estate planning conversations with clients.
Vanilla
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Sep 26, 2023
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.
Vanilla
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Apr 04, 2023
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.
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
