At Vanilla, we think a lot about AI—about how it can go right, and how it can go wrong. The estate planning space is inherently sensitive, and while we believe incorporating AI into our platform can have huge benefits, security, trust, and customer experience are our top priorities. To clarify how we approach AI (and how we believe every company in our industry should approach it), Amjad Hussain outlines the three key tenets of our AI philosophy in this blog. Click in to learn how we thoughtfully build artificial intelligence into our product. https://hubs.ly/Q02HNnV40
Vanilla
Financial Services
Salt Lake City, Utah 16,253 followers
Making Estate Planning Simple for Financial Advisors
About us
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
- Website
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http://www.justvanilla.com
External link for Vanilla
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Salt Lake City, Utah
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Salt Lake City, Utah, US
Employees at Vanilla
Updates
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Myth: A client with a non-taxable estate doesn’t need to think about tax planning. Fact: Federal estate tax is just one piece of the puzzle. Those with non-taxable estates might still need to use specialized planning strategies to optimize for income taxes, state estate taxes, and more. For a refresher on basic non-taxable estate planning tactics and an introduction to advanced strategies, download our new guide: https://hubs.ly/Q02HDPp70
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How can small firms set themselves apart in a crowded marketplace? In our next Summer School webinar, Zak Gardezy will share how he's cracked the code at Wealthstone Private Wealth Management. Tune in on July 30th to hear how Wealthstone uses estate planning to delight their high net-worth client base (and how Vanilla helps). Register here: https://hubs.ly/Q02Hw6290
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As a population, we're spending a lot of time online these days. But what happens to accounts, photos, and the rest of our digital footprints once we're gone? Dive into the world of estate planning for digital assets in this article: https://lnkd.in/gw6cwY-9
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What types of clients and plans are Vanilla Documents best for? Patrick Carlson shares a one-minute overview in this #VanillaTalk.
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In case you missed our most recent feature release announcement, this new article from Law.com highlights some of the latest and greatest additions to the Vanilla platform. Read it here: https://lnkd.in/e6XwzsxM
Legaltech Rundown: Spellbook Launches 'Benchmarks,' New LegalZoom CEO and More | Legaltech News
law.com
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Planning for family members with disabilities or other special needs requires careful attention and, at times, the use of specialized planning mechanisms. One of those tools is a qualified disability trust (QDT), a type of trust that's created to benefit an indivual with special needs and can receive certain tax exemptions. Learn all about QDTs here: https://ow.ly/42eL50SBtbw
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When creating any estate plan—for yourself or a client—you'll want to make sure no furry friends are left out in the cold. That's right, we're talking about estate planning for pets. There are two primary ways to ensure pets are cared for after their owners are gone, and this blog dives into the details of each. Read it here: https://hubs.ly/Q02Gph6l0
Estate planning for pets: Making sure the kibble keeps flowing when you’re gone
https://www.justvanilla.com
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Why is it important for adult children to have essential documents, even if they don't have many assets? Vanilla's Jenny Raess explains in this #VanillaTalk.
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Have questions about the Vanilla platform? Whether you're already a user or are just curious to learn more, here's your chance to ask the experts. In this month's Office Hours, Vanilla Chief Product Officer Doug Rybacki and Product Counsel Patrick Carlson will share their POVs and take audience questions on topics like: - The latest and greatest enhancements on the Vanilla Platform - Efficient planning processes with outputs that wow clients - Leveraging Vanilla features to streamline and demystify the estate planning experience Be sure to tune in live—this interactive session won't be recorded. https://ow.ly/UC0950SxTkB
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