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
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.
Ready to get started?
Talk to our sales team today.
