The Vanilla Resource Center

The information you need to help clients build meaningful legacies

Vanilla
Feb 16, 2023

The Vanilla Estate Planning Playbook (updated for 2024)

A step-by-step checklist to guide your client conversations, updated for 2024. 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.

See More
Guide

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.