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For Estate Strategists
Scale and standardize your estate planning offering
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
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Interactive visualizations drive dynamic planning conversations
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Drive ongoing estate planning discussions
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Deliver a fully integrated view of your clients’ estate
Dive deeper into estate and financial strategy.
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On-demand webinars and videos on estate planning and more.
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Vanilla Helps Mariner Wealth Advisors be at the Forefront of Estate Planning
Vanilla sample report for taxable estates
The Vanilla estate planning playbook
Create core estate planning documents on-demand with Vanilla Document Builder