Transforming Estate Law Practices: Vanilla Introduces "Vanilla for Attorneys" for the Modern Legal Community
2024年5月9日 - 12:00AM
ビジネスワイヤ(英語)
Vanilla for Attorneys helps trust and estate attorneys
streamline estate planning and modernize client experiences.
Vanilla, a leading provider of innovative estate planning
software, today announced the launch of Vanilla for Attorneys. This
newly tailored offering redefines estate planning, allowing
attorneys to shift from transactional meetings to fostering
ongoing, modern client relationships.
Vanilla for Attorneys provides attorneys with a powerful,
easy-to-use platform to help them onboard clients, model complex
estate planning scenarios, and elevate client conversations.
Designed to support the legacy building process end to end, Vanilla
for Attorneys enables attorneys to provide a differentiated,
holistic planning approach that results in deeper, more valuable
relationships with their clients.
"By combining cutting-edge AI technology, dynamic design, and
industry-leading wealth transfer strategies, Vanilla for Attorneys
transforms traditional estate planning into a dynamic,
client-focused experience," said Gene Farrell, CEO at Vanilla.
"We’re empowering attorneys to not only visualize estate plans but
also to demonstrate their impact through visual storytelling. This
new package offers impactful ways to show clients how a plan would
work before doing the work of drafting the plan."
The Vanilla for Attorneys package includes features such as
- Collaborative Onboarding, which simplifies the collection of
client materials, setting the stage for a more efficient and
interactive client intake experience.
- Estate Builder, which automatically creates dynamic visuals of
estate plans that are fully integrated with financial and family
data.
- VAITM, Vanilla’s AI engine to read and abstract key details
from existing plans.
- Vanilla ScenariosTM, which allows attorneys to educate their
clients by demonstrating how different planning strategies can
potentially affect their future. This approach not only clarifies
the decision-making process for clients but also boosts their
confidence and satisfaction with the services provided.
“Using Vanilla has totally changed the way I approach estate
planning with clients. I’m able to start with the destination in
mind and align them on how a great plan should work—fully
integrated with financials. My clients love seeing distributions
change as we talk through what-if scenarios, such as adding in a
SLAT,” said Vanilla customer Kevin Donovan J.D., founder and
partner of The Art of Planning.
As part of its ongoing commitment to modernizing estate planning
for attorneys, advisors, and planners, Vanilla is proud to sponsor
the American Bar Association’s 36th Annual RPTE National CLE
Conference, May 8-10, 2024, in Washington, DC, as well as the 61st
Annual NAEPC Advanced Estate Planning Strategies Conference,
October 20-24 in Anaheim, CA.
Vanilla for Attorneys is now available and ready to modernize
estate planning practices nationwide. Law firms looking to improve
their client conversations and streamline their planning processes
are invited to experience the future of estate planning with
Vanilla. For more information,
www.justvanilla.com/for-attorneys
About Vanilla
Vanilla is the world’s first Estate Advisory Platform,
purpose-built by advisors and estate professionals to help wealth
management firms deliver a holistic, modern estate planning
experience to their clients. With Vanilla, advisors, planners, and
estate attorneys can deliver differentiated advice, expand their
client relationships, win new business, and increase their ongoing
value by offering simplified, scalable estate analysis to every
client. Learn more about how Vanilla is reinventing the estate
planning experience end-to-end at www.justvanilla.com.
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