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

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

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. ....

Dana Foley , Steve Lockshin , Shane Battier , Gene Farrell , Product Service , Health Care Advance Directive , Expands Document Creation , Modern Estate Planning , Vanilla Document , Vanilla Estate Advisory , Legacy Now , Vanilla Document Builder , Attorney Engagement , Financial Power , Accelerant Law , Basic Trust Package , Revocable Trust , Pour Over Will , Vanilla Estate Advisory Platform , Estate Advisory Platform ,

Vanilla Elevates Estate Planning with AI Chat, Client Collaboration, and Powerful Documents

Vanilla, a leading provider of innovative estate planning software, today announced new additions to its platform, including VAI Chat, Collaborative Onboarding, and the expanded availability of Vanilla Document Builder™. ....

Gene Farrell , Laura Thomsonjan , Health Care Directives , Collaborative Onboarding , Vanilla Document Builder , Vanilla Estate , Document Builder , Revocable Trust , Pour Over Wills , Financial Power ,

The Rise of the 'Estate Advisor'

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process. ....

Steve Lockshin , Bob Oros , Gene Farrell , Vanilla Academy , Vanilla Estate Advisory , Black Diamond , Estate Advisory Platform , Estate Advisory , Vanilla Document Builder ,