If a client ever asks you why they should care about estate planning, you don't want to fumble the answer. Read this article to become well-versed in the top reasons to prioritize estate planning regardless of a client's age or wealth level.

Join us for a fireside chat with Ron Bullis and Michael Schwoerer as they explore how shifting client expectations, emerging technologies, and the rise of holistic planning are redefining the advisor-client relationship. Learn more and register:

Set it and forget it? Not when it comes to estate planning. In this #VanillaTalk, Jennifer Raess, JD, CFP®, CLU® explains why and how often to revisit estate planning documents.

In a new article, Steve Lockshin shares some lessons we can learn from the conflict and controversy stemming from Jimmy Buffett's estate plan, and how it might have all been avoided. Read it here:

At Vanilla, we often get questions from customers about UPL and the risks it can pose for wealth advisors. Here, Vanilla's Chief Legal Officer shares answers to some FAQs about UPL and offers resources for advisors who want to learn more:

Join us in welcoming Manley Capital Management, one of the latest forward-thinking firms to adopt Vanilla for estate planning. We look forward to supporting the Manley team as they scale their estate planning offering to help clients reach financial goals and retire confidently.

Estate planning is an effective way to generate new business for your firm—without relying on cold outreach or other tedious marketing tactics. On 6/26, learn how forward-thinking firms are using estate planning as a lead generation engine. Register here:

We had a great week at Wealth Management EDGE! . From sharing Vanilla's latest innovations to spending a gorgeous evening with our partners at Mariner, it's always a pleasure to spend time with advisors, partners, and customers in person!

In estate planning, "fair" and "equal" aren't always the same. Clients who fail to split assets thoughtfully can create family feuds that overshadow their own legacy. In this @Kiplinger article, Steve Lockshin shares insights on navigating these decisions:

For advisors working with very wealthy families, understanding the hierarchy of estate planning tools is essential to structuring optimal, tax-efficient, and flexible multigen plans. Here, Steve Lockshin shares a practical framework to guide your thinking:

If you're an advisor or financial pro with questions about unauthorized practice of law (UPL), you're not alone. Join us on 6/16 for a CE-eligible training to have your questions answered and find out what advisors need to know about UPL. Register here:

This week, Vanilla is thrilled to welcome Emily Tran to lead our marketing team! . Emily joins Vanilla with a decade of experience as a marketer at financial services companies like Practifi and Morningstar. Please join us in welcoming her as our new VP of Marketing!

Matter Family Office understands how to serve UHNW clients—and Vanilla is an important piece of the puzzle. If you enjoy this highlight from their conversation, you can check out the whole session here:

Next week, we're headed to Boca Raton for one of the biggest and best RIA events of the year, Wealth Management EDGE. Visit Kiosk #K97 to see Vanilla's hottest new features like V/AI Provision Notes, the Salesforce integration, Family Tree updates, and more.

In a new piece for @FAmagazine, Steve Lockshin shares the key lesson he's learned from 30 years of building firms and software: The most successful advisors are those who treat their job as holistic—not transactional. Read it here:

AI won’t replace advisors, but advisors who use AI will replace those who don’t. Join us on 6/5 to hear Vanilla experts discuss why firms that understand how to use AI to do their jobs better will set the standard for holistic advice going forward.

Exciting news: Vanilla is now an Addepar Premier Partner! This means deeper collaboration between our teams that ultimately benefits you, the advisors using Vanilla. Stay tuned for more on the Vanilla x Addepar integration and how it can streamline workflows at your firm.

Dogwood Wealth Management provides real results for real families. That's why they chose Vanilla as their estate planning tech partner in 2022, and have been using it to drive meaningful conversations with clients ever since. Read their story here:

Trust and estate planning is full of opportunities to add client value. for advisors who know where to look. Vanilla's Steve Lockshin and F2 Strategy's Doug Fritz sat down to discuss how advisors can harness these hidden opportunities. Listen in:

Today we’re excited to welcome the team at Burton Law Firm to Vanilla!. Burton Law Firm combines a service-oriented, community-focused approach with modern technology to provide the best possible client experience. We look forward to working with their team.