Vanilla has been named to Will Reed's Top 100 Class of 2024, recognizing a curated group of emerging B2B tech companies for building a strong organizational culture where people thrive and do great work together. We're honored to be part of this impressive list and are committed to fostering a workplace that empowers our team to innovate, collaborate, and transform the estate planning industry. #WillReedsTop100
Vanilla
Financial Services
Salt Lake City, Utah 17,933 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 reposted this
FOX is thrilled to announce Vanilla as a new Classic Technology Resource Partner! Vanilla is the world’s first Estate Advisory Platform, purpose-built by UHNW advisors and estate professionals to help family office and wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, you can help clients ensure they have adequate legacy plans and tax optimizations as well as a clear family governance map. Furthermore, Vanilla delivers clear estate analysis to every client family. Vanilla was created out of need in 2019. In his career as one of Barron’s top ranked independent advisors, Steve Lockshin understood the power of estate planning to bring enormous value to clients. But he also saw first-hand how manual the process was and how little clients understood. Steve founded Vanilla to simplify and automate the process of estate planning, making it easier for financial advisors and attorneys to give bespoke estate strategies at scale. Using a combination of AI and expert talent to transform a clients estate plan into rich visuals, Vanilla integrates it with a complete ownership driven balance sheet, and deliver both interactive and static custom reports. To learn more, and to get in touch directly via Laura Jogani (Director - HNW & Family Office), be sure to visit Vanilla's FOX partner page at the link below and see them live at our upcoming Live Technology Showcase next week, September 10-12 in New Orleans. https://lnkd.in/gyT5CdBb
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Thoughtful estate planning can completely transform a client's wealth strategy—regardless of their level of wealth. In this episode of #VanillaTalk, AdvicePeriod's Scott Davis shares one example of using estate planning to help a client zoom out and plan toward long-term goals.
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Going to Future Proof? Let Vanilla treat you to a sunset happy hour! Along with Arch, we're hosting a rooftop cocktail party on September 16th, and we'd love for you to join us. RSVP here: https://lnkd.in/exxvRzSg
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AI is shifting how business is done in profound ways—but what does that mean for an industry that historically has placed a premium on personal one-on-one relationships? Join us on September 12 to hear Jump CEO & Cofounder Parker Ence, Vanilla CTO Amjad Hussain, and Gregory FCA CEO & Founder Greg Matusky tackle the big questions around AI and wealth management. Register here: https://ow.ly/5yO950TfpiX
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Vanilla reposted this
Vanilla’s CEO, Gene Farrell, highlights how Vanilla is building the biggest and best estate planning platform. Having the right leadership team with decades of experience in enterprise software, Vanilla is leading the estate planning software industry in innovation, team size, experience, and enterprise customers. The pace of innovation will only increase as our base platform matures. Look out for amazing things!
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Advisors: Do you know how to spot high-quality estate planning documents? Knowing what makes quality documents and red flags to look out for can help ensure your clients' documents align with their long-term goals. Here, find the four hallmarks of quality estate planning documents advisors should know: https://ow.ly/84Bc50Tb1j7 #estateplanning #estateplanningdocuments #financialadvisors #estateadvisory
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By design, irrevocable trusts can't be easily unwound. But as we all well know, life changes—and sometimes these changes mean previously established trusts are no longer beneficial to a person's estate plan. This article from Kitces.com explains how swap powers can be used to maintain a level of flexibility in certain irrevocable trusts while preserving the potential tax benefits. https://lnkd.in/gyuHM5rr
Utilizing Swap Powers In Irrevocable Trusts
https://www.kitces.com