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Transforming Estate Law Practices: Vanilla Introduces Vanilla for Attorneys for the Modern Legal Community

Transforming Estate Law Practices: Vanilla Introduces Vanilla for Attorneys for the Modern Legal Community
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United statesGene farrellKevin donovanAmerican bar associationEstate law practicesVanilla introducesModern legalEstate planning strategies conferenceEstate advisory platform

Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience

Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience
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Dana foleyGene farrellShane battierSteve lockshinHealth care advance directiveExpands document creationModern estate planningVanilla documentVanilla estate advisoryLegacy nowVanilla document builderAttorney engagementFinancial powerAccelerant lawBasic trust packageRevocable trust

Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience

Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using.

Dana foleySteve lockshinShane battierGene farrellProduct serviceHealth care advance directiveExpands document creationModern estate planningVanilla documentVanilla estate advisoryLegacy nowVanilla document builderAttorney engagementFinancial powerAccelerant lawBasic trust package

Vanilla Unveils Vanilla Scenarios™ to Power Interactive Estate Planning and Modeling

SALT LAKE CITY (BUSINESS WIRE) Mar 12, 2024

United statesGene farrellSpousal lifetime access trustIrrevocable life insurance trustResidence trustGrantor retained annuity trustVanilla scenariosQualified personal residence trustVanilla estate advisory platformEstate advisory platformBusiness wire

The Rise of the Estate Advisor

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.

Steve lockshinBob orosGene farrellVanilla academyVanilla estate advisoryBlack diamondEstate advisory platformEstate advisoryVanilla document builder

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