A Conversation About Building Your Legacy with NBA Star Shane Battier
A conversation between 2x NBA champion, philanthropist, and investor Shane Battier and his advisor, Vanilla and AdvicePeriod founder Steve Lockshin.
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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
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A conversation between 2x NBA champion, philanthropist, and investor Shane Battier and his advisor, Vanilla and AdvicePeriod founder Steve Lockshin.