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Feb 16, 2023

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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

Webinars

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The 2026 estate tax exemption sunset: How to prepare – and why you...

The changing roles of advisors in estate planning with Bob Oros and Steve...

Simplify estate planning by integrating Addepar with Vanilla

Guides

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Vanilla sample report for non-taxable estates

Vanilla sample report for taxable estates

The Vanilla estate planning playbook

Blogs

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Vanilla + Addepar Partnership: New integration simplifies estate planning

Leverage sample profiles to illustrate Vanilla’s value to your clients

The future of estate advisory: A new way to think about estate planning

Videos

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What do you say to clients who are hesitant to engage in estate...

What are the 3 things clients of financial advisors care about most?

How should financial advisors approach technology?

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