Vanilla

When you’re looking to help clients leave a meaningful legacy–and help mitigate their taxes in the process–gifting and charitable strategies can be powerful tools. But there are many ways to go about leaving money, and the best approach will depend on the client’s needs and goals. In this new, live webinar, Vanilla product counsel Patrick Carlson will be joined by UI Charitable Advisors CEO Daniel Blake to walk you through various types of gifting, charitable and non-charitable strategies to consider. Learn more and register here: https://ow.ly/NLJv50TAu6R

Estate planning strategies are like tools in a toolbox: Different tools do different jobs. Deciding which estate planning strategies to employ depends on any number of personal factors, and a savvy planner takes all these variables into account and chooses the most appropriate tool for a person’s situation, values, and goals. In this article, find fictional examples of when someone might use six different trust strategies, and see how the right strategy can achieve their estate planning goals. Read it here: https://lnkd.in/gUXpVtiM

We’re thrilled to welcome Bank of Jackson Hole Trust to the Vanilla estate advisory platform! The Vanilla team looks forward to partnering with Bank of Jackson Hole Trust as they provide personalized planning and thoughtful legacy building for their clients.

Mark your calendar: Vanilla Academy Live, the free virtual estate planning summit, is happening October 30th. This half-day event will feature: • Sessions with Steve Lockshin and Kitces.com's Jeff Levine • A panel on how advisors are incorporating estate planning at their firms • A tech spotlight on the latest and greatest in estate planning technology \(and what’s to come\) • And more! You’ll come away with new insights on the nuanced wealth management industry, practical knowledge to use at your firm, and a greater understanding of how estate planning technology can help grow your business. Save your spot for Vanilla Academy Live today: https://lnkd.in/e3bxK8J7

Considering which estate planning solution is right for your firm? Here are answers to some of our most common FAQs to have handy: Q: How many states does Vanilla Document Builder cover?  A: All 50 (and Washington, D.C.)! Q: Who pays for document creation, me or the client?  A: Vanilla Document Builder is included free with a Vanilla advisor license; it’s up to the advisor whether to pass any cost on to their client. Q: Can Vanilla help me with my entire book of business? A: Yes. Vanilla is designed to suit firms serving all wealth levels, from building wealth to UHNW. Q: Does Vanilla have AI capabilities? A: It sure does. V/AI for Estate Builder is a comprehensive AI solution. V/AI automatically identifies thousands of dispositive details, factors in tax and state-specific rules, and then abstracts them into Vanilla—saving hours of painstaking review so advisors can focus on the client. Q: Is Vanilla SOC 2 Type II compliant?  A: Absolutely. Vanilla has achieved SOC 2 Type II compliance (and received clean audit reports since it started its SOC 2 audit). Vanilla works with top global wirehouses and investment banks and must meet their comprehensive and strict requirements in order to do so. Have more questions? Come straight to the source—our team is here to answer them any time. #estateplanning #estateplanningsoftware #FAQs #AI

Whether your firm embraces or resists it, AI is here to stay in the wealth management industry. While incorporating AI into your daily practices may seem daunting, finding small ways to use AI to streamline processes and automate administrative can positively impact your firm in big ways. Here, find key takeaways from our expert panel on how AI is shaping the future of the wealth management industry, and how you can put it to use in your firm: https://lnkd.in/ggjtsFPm

An out-of-date estate plan can leave a client's loved ones in sticky situations, which is why it's important to periodically revisit plans and make necessary updates. However, for advisors, estate reviews are often a time-consuming and tedious exercise—which is why Vanilla created V/AI Automatic Profiles to automate estate planning reviews. Now every advisor can create modern, visual reviews of every client’s estate in seconds, making it easier to ensure no family is left with the consequences of an outdated estate plan.

Today Vanilla is extending a big welcome to one of our newest customers, Cedar Point Capital Partners! We’re thrilled that CPCP has selected Vanilla’s estate advisory platform to support their mission of bringing clients differentiated, data-driven wealth management services.

Regardless who sits in the White House next year, taxpayers can count on the fact that some amount of change is coming. As an advisor, ensuring your clients—especially those with taxable estates—are prepared for the implications of the presidential election and the impending exemption sunset is of the utmost importance. If you're not yet having these planning conversations with clients, it's time to get started. https://lnkd.in/gcCgj4RM

It's been a great week at Future Proof! Team Vanilla has loved meeting so many estate planning and wealth management pros. Thanks to everyone who stopped by the booth to chat about estate advisory tech, AI, and the future of the wealth management industry. Special thanks to the many guests who joined us for our sunset happy hour with Arch. Until next year! #futureprooffestival #futureproof #estateplanning #wealthmanagementtechnology #huntingtonbeach