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
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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
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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
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Apr 09, 2023
SLATs can be a smart way for clients to move money out of their estate while retaining some level of control and flexibility. Steve Lockshin explains more in this Vanilla Talk.
Video
Daniel Brockley
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Mar 25, 2023
Vanilla founder Steve Lockshin boils down the key things all clients are looking for, based on his decades of experience as one of Baron’s top financial advisors.
Video
Daniel Brockley
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Feb 09, 2023
One of the first questions advisors often ask themselves when considering a new client’s estate is whether it has the potential to be taxed now or in the future. In this week’s Vanilla Talk, Dominic Cozzetto, CFA, Partner Advisor at AdvicePeriod, discusses the different approaches to taxable and non-taxable estates.
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
•
Jan 15, 2023
We know estate planning can get complicated — which is why it’s important to think about simplicity for clients. In this week’s Vanilla Talk, Steve Lockshin (co-founder of Vanilla and AdvicePeriod) explains how he helps give clients more flexibility with “letters of wishes.”
Video
Daniel Brockley
•
Jan 10, 2023
Steve Lockshin, founder of Vanilla, gives some great advise for early-career financial advisors. But honestly, these are tips are smart no matter how long you’ve been in the business.
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