Case Study: AdvicePeriod strengthens client relationships with Vanilla

AdvicePeriod standardizes estate planning for thousands of advisors with Vanilla

AdvicePeriod, a wealth management firm, sought to provide more consistent and strategic value to its clients during the complex estate planning process. Partner Advisor Brett Nelson turned to Vanilla and its estate planning service to help standardize and deepen these client engagements.

By implementing Vanilla, Brett Nelson was able to generate detailed estate reports that analyze a client's current plan, summarize documents, and provide visualizations. This solution from Vanilla automated the process, sparking deeper conversations about legacy and revealing high-impact opportunities. This allowed AdvicePeriod to strengthen client trust and build relationships that are designed to last for generations.

AdvicePeriod