Vanilla was founded in 2019 by AdvicePeriod’s Steve Lockshin to help advisors deliver more estate planning value to their clients. Vanilla built the first modern estate planning platform, pairing legal and financial experts with technology to deliver new value to your entire client base. From estate visualization, custom opportunities, to document generation, Vanilla’s ecosystem puts you at the center of your clients’ estate planning.
Co-founder and Principal
American entrepreneur, speaker and angel investor
Vanilla’s modern estate planning platform 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.
Vanilla Documents includes all of the benefits of working with top estate planning attorneys without the cost or hassle. Between the efficiency of technology and partnering with one of the nation’s most recognized law firms, Vanilla is able to offer an end-to-end process that allows your clients to quickly create documents and receive a one-on-one review call with a licensed attorney.
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 No unnecessary questions, time-consuming onboarding, or outdated interfaces.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.