Vanilla Webinars

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

Estate, trust, and tax planning sit right where financial advice meets the practice of law, and that overlap is exactly where unauthorized practice of law (UPL) risk lives. The line between sharing helpful information and giving legal advice is easy to blur, and getting it wrong can carry real consequences. Join Karen Nachbar, Chief Legal Officer of Vanilla, and Erica Ellis, Associate General Counsel, Estate and Tax Product, for a practical session on where that line falls and what it means for advisors supporting clients through estate planning. We’ll define what UPL actually is and why advisors are uniquely exposed,...

Vanilla

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May 22, 2026

Closing a prospect in the first meeting is a learnable skill. The problem is that almost no one teaches it. So advisors schedule a second meeting. Then a third. And somewhere along the way, the prospect goes quiet and they never really know why. In this session, Erin Botsford, CFP®, in partnership with Vanilla, shares the exact approach advisors can use to close prospects of any size, from $500,000 to $30 million, in a single meeting. Her secret weapon: estate planning. Advisors will learn how to: Master the exact steps of a first-meeting close that works every time Use estate...

Vanilla

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May 09, 2026

Most advisors didn’t set out to become technology adopters. They set out to serve clients well. Over the past two years though, the teams doing the best work have quietly overhauled how they operate, and it has changed what they’re able to deliver to clients. The advisors pulling ahead have made deliberate choices about how they work, and this conversation gets into the specifics. In this webinar, Laura Jogani, Vanilla’s Head of UHNW & Family Office Sales, sits down with Micah Adams of Cain Watters & Associates and Jamie Scott of True North to hear what’s changed in their practices,...

Vanilla

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Apr 21, 2026

Product Marketing Specialist, Jessica Lantz, shares everything Vanilla released in January, February, March, and April — including CLAT/CRUT modeling in Scenarios, V/AI Source Tracking across full estate summaries, the Interactive Estate Diagram, a rebuilt Addepar integration, and more.

Vanilla

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Mar 20, 2026

In this session, Jennifer Raess, JD, CFP®, CLU®, Associate General Counsel at Vanilla, breaks down the permanent estate and gift tax changes under the One Big Beautiful Bill Act (OBBBA), the shift toward income tax efficiency as the primary planning lever for many HNW clients, and a practical spring estate plan audit framework advisors can use with clients this month. What we’ll cover: What the OBBBA permanently changed and and which client plans may now be outdated or counterproductive Why income tax efficiency has become the primary planning lever for many HNW clients in 2026 How to use the annual...

Vanilla

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Jan 26, 2026

What do clients really want from estate planning, and their advisors? Vanilla’s third annual State of Estate Planning survey of 1,000 U.S. consumers reveals shifting expectations around legacy, wealth transfer, and the role advisors play in these deeply personal conversations. What we’ll cover: Why 80% of clients now expect estate planning as part of their advisor’s offering The gap between intention and action—and where advisors can step in How the gender gap in estate planning represents an untapped opportunity What clients actually want from AI-assisted planning (hint: it’s not replacement) How to position estate planning conversations around values, not just...

Vanilla

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Jan 05, 2026

Running a successful advisory practice isn’t just about having great planners—it’s about building systems and processes that enable those planners to deliver exceptional client experiences consistently and efficiently. At Verdence Capital Advisors, a $5B+ RIA, Sarah Mouser has spent over a decade developing comprehensive approaches to financial planning that go beyond individual expertise to create scalable, systematic client service. Join us to hear how Sarah, a sought-after speaker at Barron’s, FPA National Conferences, and other industry events, thinks about practice management, technology integration, and building planning processes that support growth. Together with Vanilla’s Sarah Marriott, Sarah will discuss: The evolution...

Vanilla

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Nov 18, 2025

This year has been transformative for Vanilla and the advisors we serve. From major product launches to key milestones that strengthened our position as the category-creating estate planning platform, we’ve continued our mission to make comprehensive estate planning accessible and scalable for advisors across all wealth segments. Gene and Sam will walk through: The innovations we shipped in 2025 and what they mean for your practice The moments that defined our year and reinforced our market leadership What’s coming next in 2026 and how we’re building toward the future of estate planning technology We’ll reserve plenty of time for Q&A,...