Vanilla was founded in 2019 by AdvicePeriod’s Steve Lockshin to help advisors deliver more estate planning value to their clients. Vanilla has built out a suite of products with the goal of reinventing the estate planning experience, end-to-end. From document preparation, robust visualizations of complex estates, detailed diagrams of how assets transfer to future generations, to ongoing estate administration, Vanilla is continuing to build out tools that allow advisors to do more for their clients. Vanilla has partnered with some of the industry’s most influential RIA’s, law firms, and financial technology platforms to help distribute our tools across their networks, allowing them to deliver far more estate planning value to their clients.
Co-founder and Principal
American entrepreneur, speaker and angel investor
While in many ways, there’s never been a more opportune time to work in the wealth management industry, that rosy outlook is also tinged with an array of concerns. Too many financial advisors are increasingly forced to direct their time and energy away from what initially led them to the business: helping people. Why? They have a business that’s simply not going to run itself.
We designed the process from the ground up to focus on what really matters. No unnecessary questions, time-consuming onboarding, or outdated interfaces. Serve your client’s estate planning needs with the expertise of some of the industry’s top planners in a few easy steps—at no cost to you.