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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.
The Yucaipa Companies is a Chicago, IL-based company in the Financial Services sector.
Evergreen Capital is a Columbia, MD-based company in the Financial Services sector.
Benefit Resource, LLC provides dedicated pre-tax account administration and COBRA services nationwide to over 3,500 employers, ranging from small businesses to Fortune 100 companies. Benefit Resource pioneered paperless card technology and continues to lead the industry with a one-card solution for FSA, HRA, HSA, and Parking/Mass Transit plan administration, online enrollment and account management to simplify Human Resource involvement, and mobile balance and receipt applications to provide added convenience to participants.
National Council of Real Estate Investment Fiduciaries is a Chicago, IL-based company in the Financial Services sector.