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  • 4.8 / 5.0 (506)
    8+ References
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    102+ References
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    14+ References

Vanilla Case Studies

  • Wealthspire Advisors streamlines estate planning over 2+ years with Vanilla

  • Verdence Capital Advisors streamlines estate planning for ultra-high-net-worth families with Vanilla

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  • Wealth.com
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate …

  • Freewill
    Reference Rating
    4.8 / 5.0
    Customer References 102 total
    About

    FreeWill is builds technology to make the largest and most impactful charitable donations easier for donors to give and simpler for non-profit organizations to receive. FreeWill works with non-profit development …

  • BePrepared
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    BePrepared is a secure cloud-platform that helps Estate lawyers deliver a comprehensive and modern service, by providing a secure system to manage and distribute a client's digital assets after they …

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