06/05/2025
11:00 am PDT
1 hour
AI in Estate Planning: Setting the Standard
AI-powered tools accelerate meaningful conversations, eliminate manual processes, and deliver holistic insights at scale.
Speakers
Steve Lockshin
Founder, Vanilla
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Sam Trapkin
Head of Strategy, Vanilla
Register
Speakers
Steve Lockshin
Founder, Vanilla
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Sam Trapkin
Head of Strategy, Vanilla
Designed to go far beyond basic summarization, Vanilla’s evolving AI toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and deliver personalized guidance with greater speed and accuracy.
In this webinar, we’ll walk through our latest AI innovations, diving deep into features like:
- V/AI Estate Summaries
- Custom Prompt Extender
- Automated Provision Notes Extraction
- V/AI Copilot Enhancements
- Profile Auto-Population
More details to come.