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Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Vanguard enhances investor capabilities for intergenerational wealth planning
The firm has partnered with digital estate planning provider Vanilla.
Estate planning gets an AI makeover thanks to Vanilla
New tool aims to speed up processes for high-net-worth clients.
