Vanilla Webinars

Vanilla

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Nov 16, 2023

Legal documents are the foundation of any estate plan, and it’s crucial that your clients have up to date documents that reflect the estate strategy you’ve helped them create. 23% of clients with more than $1 million in assets do not even have basic estate documents in place – and those who do often have docs with crucial outdated information they may not even be aware of. Vanilla Document Builder enables wealth advisors and clients to create wills and trusts with simple, intuitive questionnaires as a part of the end-to-end estate advisory process. Information from the estate documents flows directly...

Vanilla

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Oct 30, 2023

In the last few decades, wealth management has gone through a transformation. The very expertise that used to enable firms to stand out, investment strategy, has become largely commoditized. Today, clients are looking for more from their advisors, and standing out as an advisor takes a fresh, more holistic approach. Estate advisory  is the ideal entree into new and deeper client relationships. It enables advisors not only to broach financial strategy on a more intimate level, but to help clients view their finances beyond the next few decades, and into the next few generations. In this, the advisor becomes an...

Vanilla

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Sep 26, 2023

Welcome back to Legacy Now. On Oct 19th we shared the latest innovation and enhancements to the Vanilla Estate Advisory Platform. Together with our customers, we are redefining how financial advisors, wealth planners, attorneys and their clients approach one of the most important parts of each clients’ lives: their legacy. In this virtual launch event: Vanilla CEO Gene Farrell shares our view on the future of estate planning and advisory. We discussed the role technology and AI will play in transforming estate planning. Special guests discussed how they are preparing for the 2026 Exemption Sunset. Product experts presented the new...

Vanilla

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Sep 06, 2023

Join three leaders in finance, technology and law as they uncover insights from a new research report on where finance and estate planning stand today – and where they are going in the future. They’ll explore how advisors can future-proof their business by embracing estate advisory. This webinar will unpack the research data, including client opinions, values, and biases related to a range of estate planning topics. Attendees will hear panelists share their expert perspectives on:  Why estate advice requires intimate, difficult conversations and presents unique opportunities to deliver differentiated advice. How advisors can use estate planning to foster trust...

Vanilla

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Jul 18, 2023

Vanilla’s product experts are back with another installment of the What’s New in Vanilla webinar series. Learn about the latest feature releases and enhancements in the Vanilla Estate Advisory platform. Watch on demand to: See how advisors can expedite client onboarding and minimize financial data entry with new upgrades to the Balance Sheet Builder. Learn how our new integrations features help save time importing financial information for multiple clients and organize data. Hear about upcoming upgrades to the document abstraction process for Wealth and Estate Strategists users in Estate Builder and customizable options in the Vanilla PDF report.

Vanilla

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Jun 07, 2023

This latest installment of the What’s New with Vanilla webinar series covers several new features and enhancements recently launched in the Vanilla Estate Advisory Platform: First-to-Pass analysis: See how the First-to-Pass analysis helps advisors and wealth and estate strategists visualize and gain a more holistic view of the client’s estate. Class Distributions: Learn how the Class Distributions feature will allow advisors and wealth and estate strategists to designate how their client’s assets flow to future generations when a beneficiary predeceases the client. Hear about the latest upgrades to the Vanilla PDF report including new entity tables, a display name editor,...

Vanilla

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May 24, 2023

For the past few years, most US tax residents haven’t needed to worry too much about estate tax. But that’s all about to change. At the end of 2025, the historically high estate exemption of $12.92M ($25.84 million per married couple) will sunset back down to an estimated $6-8 million per person or $12-16 million per couple (adjusting for inflation) – suddenly making the estate tax an important consideration for many more households. And the time to act is now. In this webinar, you’ll learn: How the estate tax exemption sunset will impact your clients Key strategies including SLATS, gifting,...

Vanilla

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May 16, 2023

At our recent Legacy Now event, Hightower CEO Bob Oros and Vanilla cofounder Steve Lockshin sat down with Vanilla CEO Gene Farrell to discuss the changing roles of advisors in estate planning. Learn more about: Why advisors are leaning into Estate Advisory How to use Estate Advisory to connect with clients in a whole new way How technology is helping advisors and wealth planners serve their clients needs around estate planning You can watch the full event here.

Vanilla

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May 08, 2023

Hear from the teams at Addepar and Vanilla where they’ll discuss how their partnership will bring efficiency to the estate planning process. See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile. You’ll learn how to: Ensure your clients’ estate plans and balance sheets are up-to-date Save time during the onboarding process Integrate your Addepar accounts into Vanilla