Vanilla is an estate planning platform that allows advisors to unlock new value for existing clients and prospects alike. From estate visualization to document generation, our ecosystem puts you at the center of your clients’ estate planning.
During two weeks in January (12th - 21st), we’ll provide HNW advisors and financial planners expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts.
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