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Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience

Published: April 24, 2024

Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using...

Source: lelezard.com

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Estate planning gets an AI makeover thanks to Vanilla

Published: October 20, 2023

New tool aims to speed up processes for high-net-worth clients.

Source: investmentnews.com

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Michael JordanGene FarrellVanilla Estate BuilderVanilla ScenariosVanilla Document