Vanilla

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.

Case Studies

Showing 5 Vanilla Customer Success Stories

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How Brett Nelson, CFP® at AdvicePeriod Deepens Relationships With New and Existing Clients Using Vanilla

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How Vanilla helps David Eltringham at Benchmark Wealth Management Simplify the Estate Planning Experience

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How Vanilla’s Estate Reports help Allen Gibson, CFP® Win New Clients and Grow His Business

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How Tyler Gray, CFP®, AIF®, CKA® at SageOak Financial Uses Vanilla to Provide a Scalable Estate Planning Process for All of His Clients

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Here is how Vern Cushenbery, CFA®, CFP® at Two West Advisors Retained Referrals and Grew His Business With Vanilla

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