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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
C&S Marketing is one of the leading providers in Financial Services. It is based in Twin Falls, ID. To find more information about C&S Marketing, please visit www.csmarketing.com
Constitution Billing and Financial Services is a Newington, CT-based company in the Financial Services sector.
Whitecap Advisors is a Norwalk, CT-based company in the Financial Services sector.