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Vanilla

@getvanilla

Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
Los Angeles, California justvanilla.com Joined October 2019
200 Following 300 Followers 772 Posts

Latest posts 5

Vanilla @getvanilla
Our planning experts created a month-by-month calendar of conversations to have all year long—from life events to estate planning techniques.

Download it and turn routine client check-ins into meaningful conversations. hubs.li/Q03Zy45x0
www.justvanilla.com 2026 Calendar of Estate Planning Conversations Updated for this year with additional data and strategies, this guide covers the major types of charitable and non-charitable gifts to consider.
Vanilla @getvanilla
The future of advice is deeper, more personal, and centered on legacy.

Read how Vanilla helps advisors elevate client conversations from "here's your portfolio" to "here's how we protect your family, values and legacy: hubs.li/Q03VsLsg0
www.investmentnews.com Why advisors should lean into estate planning - not portfolios Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.