Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Keep up with industry trends and feature releases with financial and estate planning webinars and videos
Video
Daniel Brockley
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Apr 25, 2023
Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.
Video
Daniel Brockley
•
Jan 27, 2023
In this episode of Vanilla Talk, we asked Steve Lockshin, co-founder of Vanilla and AdvicePeriod, why it’s important for financial advisors to be involved in estate planning.
Video
Daniel Brockley
•
Jun 11, 2023
Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.
Video
Vanilla
•
Dec 22, 2023
Vanilla Scenarios gives advisors, wealth planners, and estate lawyers a powerful, dynamic platform to model multiple estate planning scenarios now and in the future to illustrate the impact of planning. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.
Video
Vanilla
•
Dec 22, 2023
Vanilla Estate Builder transforms the most sophisticated estate plans into simple, easy-to-understand diagrams and interactive visualizations. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.
Video
Vanilla
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Dec 22, 2023
Vanilla makes creating estate documents easy for the client while giving the advisor a complete estate planning platform, from document creation to estate plan visualizations and ongoing advisory. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.
Video
Daniel Brockley
•
Jul 11, 2023
We often get asked about the difference between the financial advisor and attorney’s roles in estate planning. What better person to answer that question than Dina Nam, an attorney turned wealth strategist at AdvicePeriod. Here’s her answer in this week’s Vanilla Talk.
Video
Daniel Brockley
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Jun 23, 2023
For advisors, estate advisory is about much more than a set of documents. See why AdvicePeriod Sr. Advisor Scott Davis says Vanilla gives advisors the “holy grail of the financial industry.”
Video
Daniel Brockley
•
Jun 11, 2023
Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.
Video
Daniel Brockley
•
May 20, 2023
What’s the most challenging aspect of estate planning? In this week’s Vanilla Talk, we asked Wealth Strategist Dina Nam with AdvicePeriod what she — and her clients — find the most difficult about the process.
Video
Daniel Brockley
•
Apr 25, 2023
Estate planning can be a hard subject to broach for financial advisors, but it’s a vital part of holistic financial planning. But what do you say when you do raise the subject and estate planning and your client seems hesitant. Steve Lockshin, founder of AdvicePeriod and Vanilla, give his thoughts here.
Video
Daniel Brockley
•
Apr 25, 2023
Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.
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