Vanilla @getvanilla

Join Vanilla and Allianz on 9/18 for a conversation about how life insurance and estate planning work together to create successful client outcomes. Learn more and register here: hubs.li/Q03GYWPF0

What makes Vanilla the most trusted estate planning solution? For one, it's the team of planning experts working behind the scenes. In a recent webinar, Vanilla's Erica Ellis offered advisors an intro to estate planning, starting with how to approach goal setting with clients.

You're invited! We're teaming up with Betterment for a sunset happy hour at Future Proof Festival, and we'd love to host you. Join us for refreshments on the rooftop on 9/8—it's the perfect way to wind down from the busy day. RSVP here to save your spot: hubs.li/Q03GwdD80

We’re pleased to welcome Voyager Wealth Advisors to Vanilla! Voyager specializes in personalized financial planning and investment management to help clients make confident decisions about the future. We’re thrilled they’ve selected Vanilla as their estate planning partner.

Vanilla is an official sponsor of NAPFA Fall 2025 National Conference, and we hope to see you in DC! Swing by Booth #613 to say hi to our team. Plus, don't miss Patrick Carlson's session on Navigating the Generation Skipping Transfer Tax on Thursday, September 4th at 3:15 p.m.

Headed to Future Proof Festival? So are we! Visit Booth #405 in Zone 4 to chat with our team and find out why our patented technology is the most trusted estate planning solution for advisors.

The future of financial advice isn’t AI vs. advisors—it’s AI plus advisors.A new Microsoft study lists financial advisors as a job likely to be replaced by AI. But in an article from @wealth_mgmt advisors say "not so fast"—and we second them. Read it here: hubs.li/Q03DnbSv0

Attending Cambridge Ignite this week? Make sure and pop into Theater 101 to hear Michael Schwoerer's talk on implementing advanced planning. We'll also be showing off the latest Vanilla features and chatting about all things estate planning tech at Table B. Come say hi!

We just introduced Vanilla Scenarios™ Advanced Planning, the latest evolution of our all-in-one estate modeling engine. Learn what makes it the most sophisticated multi-strategy analysis tool on the market in this interview with @FAMagazine: hubs.li/Q03C-w4S0

Mark your calendars: We have two great webinars teed up for August. Transform Client Conversations with Vanilla Scenarios Advanced Planning on 8/20: hubs.li/Q03CM-Hw0 Estate Planning For Advisors: Foundational Concepts and Best Practices on 8/26: hubs.li/Q03CN3Jq0

Estate planning is one of the most important conversations you’ll have with your clients, but it can be tough to break the ice. Here, we outline 12 key questions to bring structure to the conversation and ensure you capture all the necessary info: hubs.li/Q03CCHJN0

Today’s the day: Vanilla Scenarios™ Advanced Planning, the newest evolution of our all-in-one scenario modeling tool, is now live and available to all customers. Read more about the latest innovations in Vanilla Scenarios here: hubs.li/Q03Ct2qf0

The Vanilla team looks forward to seeing you next week at Cambridge Ignite 2025! Make sure to visit us at Table B, where the team will be demoing Vanilla's patented estate planning solution and showing off the latest features. See you there!

Please join us in welcoming Schmidt Financial Management, Inc.! We're proud to partner with Schmidt as they expand their estate planning services for tech professionals and executives with complex equity compensation.

The countdown to Future Proof Festival has officially begun! The Vanilla team is gearing up for a week of sun, sand, and meeting with top wealth management pros like you. If you're attending and want to catch up with a team member, drop us a line. See you on Huntington Beach!

How is technology rewriting the rules of estate planning, and what does it mean for advisors? Steve Lockshin joined Craig Iskowitz on WealthTech Today to discuss everything from AI-powered document analysis to what the next 5 years hold for the industry. hubs.li/Q03Bz2j50

At this week's @wealth_mgmt Estate Planning for Advisors Summit, Steve Lockshin and Ron Bullis will close the show with a conversation about unlocking sustainable growth that sets your firm up for long-term success. Tune in at 3 p.m. ET for their session: hubs.li/Q03BnXPp0

What if you could start estate planning conversations in minutes, not weeks? Scenarios™️ Advanced Planning lets you start meaningful planning conversations from day one. The next evolution of Vanilla Scenarios launches on 8/8. Plus, keep an eye out for our webinar on 8/20.

We’re extending a warm welcome to the team at KinneyMunro Wealth Advisors, who’ve recently chosen Vanilla’s leading platform to support their estate planning services. We look forward to partnering with their firm to grow their estate planning offering!

Every day, firms use Vanilla to enhance client experiences and build trust across generations. Laura Jogani sat down with Wealthspire Advisors' Heather Flanagan to discuss how their firm brings a differentiated approach to UHNW clients. Tune in here: hubs.li/Q03zN9qD0