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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.
JVB Financial Group is a Boca Raton, FL-based company in the Financial Services sector.
Neighbors Credit Union is one of the leading companies in the Financial Services sector.
RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2013. RiversEdge serves high-net-worth individuals and families seeking to maximize financial security and understanding. RiversEdge also provides a full suite of business advisory and planning solutions across insurance, retirement, and investment, including ongoing servicing and education. All solutions are delivered through customized, time tested, strategies and on a national scale.
L Calvin Jones and Co is a Canfield, OH-based company in the Financial Services sector.