With many estate planning "bolt-ons" available, Vanilla stands out by addressing the needs of both large and small firms. Chief Marketing Officer Jim Sinai recently discussed with Josh Welsh at InvestmentNews, “One of the big problems that we solve for our larger customers is automating the presentation, diagramming and rapport building that goes into serving existing clients.” (Link in comments.)
Vanilla
Financial Services
Salt Lake City, Utah 16,502 followers
Making Estate Planning Simple for Financial Advisors
About us
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
- Website
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http://www.justvanilla.com
External link for Vanilla
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Salt Lake City, Utah
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Salt Lake City, Utah, US
Employees at Vanilla
Updates
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Vanilla Academy is an advisor's go-to resource for expert-led estate planning education, free CE courses, downloadable content, and more. Learn more in this write-up from WealthManagement.com.
Estate advisory platform Vanilla announced the relaunch of education-focused Vanilla Academy on Monday.
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Introducing the new and improved Vanilla Academy, the ultimate educational hub for financial advisors and planners. Our revamped learning center offers free, on-demand continuing education credits to empower you with the tools and knowledge for top-tier estate planning. Explore our initial course offerings: - Estate Planning 101: A three-part series - Basis and Beyond: Estate Planning for Non-Taxable Estates - Advanced Strategies for Taxable Estates - New Client Conversations with Steve Lockshin - And more! Join us in elevating your estate planning expertise! Visit https://hubs.ly/Q02JdkwW0 to learn more and sign up. #EstatePlanning #FinancialAdvisors #VanillaAcademy #ContinuingEducation #WealthManagement #EstateAdvisory
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Did you know that over a third of US adults say they or someone they know has experienced family conflict because of poor estate planning? Or how about the fact that 46% of people who've been named the executor of a will were unaware they'd been chosen? These are just a peek at the 50+ estate planning stats and facts we've packed into this new article. Check it out here and pick up some tidbits you may not have known before: https://hubs.ly/Q02J5bB50
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Estate planning often revolves around "what if" scenarios—sometimes for positive outcomes, and sometimes for negative ones. One "if" that no one wants to plan for is a dementia diagnosis, but it's a situation that financial advisors should be prepared for if it arises with a client. Here, Vanilla's Daniel Brockley shares how advisors can best support clients facing a dementia diagnosis based on his own family's experiences.
Families of clients with dementia can become paralyzed and avoid asking tough questions, hoping the answers will come in time — they won’t. Making financial and estate plans while the client still has some of their faculties will make things less stressful for all concerned when things devolve, which they always do. This is where an empathetic yet clear-eyed advisor can make a tremendous difference, writes Vanilla's Daniel Brockley, whose father and other family members have suffered from the affliction. #dementia #financialadvisors #estateplans https://lnkd.in/gMS9Ce9v
How financial advisors can serve clients diagnosed with dementia
financial-planning.com
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At Vanilla, we think a lot about AI—about how it can go right, and how it can go wrong. The estate planning space is inherently sensitive, and while we believe incorporating AI into our platform can have huge benefits, security, trust, and customer experience are our top priorities. To clarify how we approach AI (and how we believe every company in our industry should approach it), Amjad Hussain outlines the three key tenets of our AI philosophy in this blog. Click in to learn how we thoughtfully build artificial intelligence into our product. https://hubs.ly/Q02HNnV40
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Myth: A client with a non-taxable estate doesn’t need to think about tax planning. Fact: Federal estate tax is just one piece of the puzzle. Those with non-taxable estates might still need to use specialized planning strategies to optimize for income taxes, state estate taxes, and more. For a refresher on basic non-taxable estate planning tactics and an introduction to advanced strategies, download our new guide: https://hubs.ly/Q02HDPp70
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How can small firms set themselves apart in a crowded marketplace? In our next Summer School webinar, Zak Gardezy will share how he's cracked the code at Wealthstone Private Wealth Management. Tune in on July 30th to hear how Wealthstone uses estate planning to delight their high net-worth client base (and how Vanilla helps). Register here: https://hubs.ly/Q02Hw6290
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As a population, we're spending a lot of time online these days. But what happens to accounts, photos, and the rest of our digital footprints once we're gone? Dive into the world of estate planning for digital assets in this article: https://lnkd.in/gw6cwY-9
Estate planning for digital assets: From social media and digital photos to crypto currency
https://www.justvanilla.com
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What types of clients and plans are Vanilla Documents best for? Patrick Carlson shares a one-minute overview in this #VanillaTalk.