Estate Planning Platform Vanilla Launches “Vanilla 2.0”
PR Web
April 15, 2021
Steve Lockshin s Vanilla, a comprehensive estate planning platform, announces the release of Vanilla 2.0 now available for new and existing users.
Vanilla 2.0 is the latest version of Vanilla s product offering designed to proactively manage the estate planning of an advisor s entire client base. Vanilla is the first comprehensive estate planning solution that allows advisors to proactively monitor all of their clients, visualize existing planning, and take action through document creation. Because estate planning can be so difficult to understand even with an experienced eye, Vanilla creates a way for us to bring simplicity to an experience that is traditionally very complex. This allows us a scalable way to add value across our entire clientbase and take action on a client s planning where necessary.
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