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Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.
“I had a client whose mother died, and she had over a million dollars at a competing firm. I uploaded his estate docs to your reporting service and presented that …
"We make an effort to lead our clients through their planning in a way that is free of jargon. Because estate planning can be so difficult to understand even with …
“As vital as estate planning is to our clients and our practice, providing consistent value to the process can be difficult. We have adopted Vanilla as a way to help …
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