Vanilla Webinars

Vanilla

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Nov 04, 2026

The One Big Beautiful Bill Act (OBBBA) changed the rules for both charitable gifts and gifts to family, and this is the first year-end most of those changes apply. What we’ll cover: What changed in 2026 for charitable gifts and gifts to family, and what stayed the same How QCDs, donor-advised funds, charitable trusts, and gift annuities compare, and which clients each one fits Annual exclusion gifts, direct tuition and medical payments, 529 plans, and the new Trump accounts Which assets to give during life and which to leave at death The gifting actions that must be completed by December...

Vanilla

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Oct 12, 2026

Estate planning sits at the center of nearly every client relationship at Trust Company of Oklahoma. For years, preparing a single review meant reading through trust documents that could run past 100 pages and building presentation slides by hand. A basic review took at least six hours of prep. Today, the firm’s planners prepare a review in about 30 minutes, and the number of reviews they deliver has roughly tripled. In this session, you’ll learn: How to cut review prep time while holding a fiduciary standard for accuracy What clients see in a visual flowchart that a conversation alone can’t...

Vanilla

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Oct 01, 2026

What you’ll learn How each new release works, shown live in the platform Where these features fit in your planning workflow, from first client meeting to executed documents Practical tips for rolling them out to your team and clients Your host is Jessica Lantz, Product Marketing Specialist at Vanilla. Bring your questions; we’ll save time for live Q&A.  

Vanilla

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Sep 16, 2026

Advisor technology is moving fast toward agentic AI, and every platform is starting to use the term. This session cuts through the noise: what agentic AI actually means in estate planning, where it genuinely helps, where full autonomy becomes a real risk, and how we’re thinking about building responsible, supervised workflows. We’ll close with a look at where Vanilla is headed next. What you’ll learn: What “agentic” actually means, and where the term gets misused A maturity model for understanding the different types of AI in estate planning How to recognize real substance behind any agentic claim How we’re thinking...

Vanilla

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Aug 06, 2026

Join us for a live walkthrough of everything Vanilla has released this summer — including our reporting experience, expanded eMoney integration, client-ready Personal Financial Statement, and more. Vanilla’s Product Marketing Specialist, Jessica Lantz, will walk you through what’s new, how it works, and how to use it.

Vanilla

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Jun 23, 2026

Join Randy Kimmel, Vice President and National Trust Consultant at BOK Financial, and Laura Jogani, Vanilla’s Head of HNW & Family Office Sales, for a candid conversation on what it actually looks like to put AI to work inside a trust company. Randy will share how BOK Financial has approached AI in its trust and estate operations — what’s working, what took adjustment, and where the real efficiency gains have shown up. Laura will bring the platform perspective, walking through how Vanilla is built to fit trust company workflows specifically. What we’ll cover: How trust professionals are using AI to...

Vanilla

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Jun 09, 2026

Key takeaways Unauthorized practice of law (UPL) happens any time someone without a law license gives legal advice, drafts or interprets a legal document for a specific person, or holds themselves out as an attorney. Estate planning conversations put advisors in this territory constantly, often without them realizing it. Polling during the session showed how common this is: 79% of attendees said a client has asked them what documents they need, whether they can recommend an attorney, or whether existing documents address their needs, and 98% correctly identified that even small edits to a legal document, like adding one provision,...

Vanilla

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May 22, 2026

Key takeaways Advisors who lead prospect meetings with risk management and estate planning, rather than investment management, differentiate immediately, since most advisors open with the same portfolio pitch. A short list of sequenced discovery questions, what Erin Botsford calls “disturbing tracks”, uncovers gaps most prospects didn’t know existed, such as outdated distribution provisions or missing remarriage protections, and builds trust within a single meeting. Excluding either spouse from the first meeting, especially the more risk averse partner, can quietly end a prospect’s interest before the conversation even starts. Reviewing a prospect’s estate documents before the meeting removes the advisor’s ability...

Vanilla

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May 09, 2026

Key takeaways Vanilla’s AI-powered estate document review turned an hours-long process into seconds, letting both firms extend consultative estate planning support to every client tier instead of reserving it for their largest accounts. True North Advisors’ wealth planning team evaluates five core areas for every client: an estate plan, a tax return, a net worth statement, life and annuity products, and property and casualty insurance, regardless of account size. Cain Watters & Associates built an estate planning department from scratch and now supports thousands of clients nationwide, using AI to speed up document review, standardize training, and turn drafts around...