Vanilla

Our planning experts created a month-by-month calendar of conversations to have all year long—from life events to estate planning techniques. Download it and turn routine client check-ins into meaningful conversations. hubs.li/Q03Zy45x0

Vanilla has achieved SOC 2 Type II compliance for the fourth consecutive year! Our security controls protecting our customers' data continue to meet the highest standards—independently verified and proven effective over time. Learn more: hubs.li/Q03Z8-Ns0

The future of advice is deeper, more personal, and centered on legacy. Read how Vanilla helps advisors elevate client conversations from "here's your portfolio" to "here's how we protect your family, values and legacy: hubs.li/Q03VsLsg0

Key takeaways from our conversation with Michael Kitces and Steve Lockshin on moving upmarket: - Build competency in high-value domains like estate planning - Specialize deeply instead of serving everyone - Free up capacity Read more: hubs.li/Q03VgqmC0

Most people don't know there are 6 types of power of attorney—and choosing wrong can cost thousands in legal fees. Our post breaks down exactly when to use each type (with examples): hubs.li/Q03SFvZQ0

What's new with Vanilla as of late? Enhanced V/AI Estate summaries, streamlined waterfall modeling, and Rolling GRATs coming soon. Updates designed to accelerate your workflow and elevate client conversations. Read more about it on our blog: hubs.li/Q03QRyRh0

If you have clients with significant charitable giving plans, now might be the time to talk through year-end strategies. The OBBBA brings notable changes to charitable deductions starting in 2026. Read what's changing: hubs.li/Q03QBn8-0

Who's going to Schwab Impact? Say hi to our team and stop by booth #1807 to see all the latest features in Vanilla's estate planning solution for advisors. See you there!

Thrilled to have Brendan Donohue and Brandon Brandt join the Vanilla team as Senior Customer Support Analysts! Strengthening our support team means our advisors get the responsive, expert help they need to deliver exceptional service for their clients. Welcome to the team!

Next week at the eMoney Advisor Summit, make sure to catch Jennifer Raess's session on planning for non-taxable estates. You can also stop by Vanilla's virtual booth to chat with our team and see the latest updates in our leading estate advisory platform. See you there!

Say hi to Vanilla at the NAEPC Advanced Estate Planning Strategies Conference next week! If you're attending the event in DC, stop by Booth #3 to meet Larry Gincel and see all the latest features in Vanilla's estate planning solution for advisors. We hope to see you there!

A big warm welcome to our two newest Vanilla team members, Kennary Macwan and Michael Brady, CEPA®! Scaling our team to match market momentum and innovation is a win-win—for Vanilla and for the advisors we serve. Please join us in welcoming Kennary and Michael!

Congratulations to our very own Gene Farrell, who's been named a finalist for CEO of the Year in the 2025 ThinkAdvisor Luminaries Awards! These awards celebrate exemplary leadership and the visionaries shaping what's next. Congrats to all of this year's Luminaries finalists!

Fall is here—and so are Vanilla's September product updates. We’re excited to share some new releases that will sharpen your workflows, enrich planning insights, and create opportunities for expanding your clientele. See what's new: hubs.li/Q03KRn_Y0

Our CEO Gene Farrell joined The Advisor Lab Podcast from CION Investments at Future Proof Festival to discuss how Vanilla is helping advisors rethink estate planning. Listen to the full episode! Apple: hubs.li/Q03K42Zl0 Spotify: hubs.li/Q03K42wv0

ICYMI, we just launched a new partnership with Betterment. Now, advisors who custody assets with Betterment have access to tools that help them deliver scalable estate planning to clients at all wealth levels. Read more in @wealth_mgmt: hubs.li/Q03J7SWn0

There's a new addition to the Vanilla team—welcome, Simona Shao! Simona joins us as a Sales Executive, bringing a wealth of industry experience from companies J.P. Morgan and Sonata One. Please join us in wishing her a warm welcome!

Looking for ways to make your estate planning conversations with clients more productive and impactful? We have tips. Here, we round up four key takeaways from our estate planning playbook that you can implement today: hubs.li/Q03J7X7C0

Mark your calendars, we have a great webinar lineup for September! 9/18 | Lifespan & Legacy: The Role of Life Insurance in Estate Planning | hubs.li/Q03J1b0b0 9/23 | The Advisor's Estate Planning Playbook | hubs.li/Q03J1b1b0 We hope to see you there!

We're here at @FutureProof_HQ Festival! Come say hi to this all-star team at Booth #405 in Zone 4 this week.