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
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.
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