About Vanilla
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.
|
|
|
201-500 employees
View all Vanilla employees
|
|
Financial Services
|
|
Salt Lake City, Utah, US
|
|
2019
|
Vanilla Alternatives
Frequently Asked Questions about Vanilla
Erika Zabaleta Arias is the CEO of Vanilla.
The decision makers in Vanilla are Anas Jazairy, David Hauser, Gene Farrell, etc. Click to Find Vanilla decision makers emails.
Vanilla Staff Directory
Search Vanilla Staff Directory
Find accurate personal emails, work emails and phone numbers for employees
Supercharge your
Prospecting &
Outreach with
ContactOut
Supercharge your Prospecting &
Outreach with ContactOut
Find countless prospects outside of LinkedIn fast
Accelerate prospecting with instant access to 300M professionals from 30M companies with the right contact details.
