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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.
Educators is offers a variety of workshops on topics for you to explore, ranging from budgeting and using credit wisely to purchasing a home. Join us for evenings of informative discussion led by our staff, light refreshments, and the opportunity to gain
Cendrowski Corporate Advisors is a Bloomfield Hills, MI-based company in the Financial Services sector.
Securrency Capital harnesses an open, decentralized core, offering access to digital assets and digital asset management.
Integris Credit Union is a Prince George, BC-based company in the Financial Services sector.