Daniel Brockley
Jan 15, 2023

Why is simplicity important when it comes to estate planning?

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.”

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.