For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources. It’s time for a reset. The Fast Company Executive Board is a private, ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to ...

DIY Estate Planning is a self-directed approach to determining the distribution and management of one's assets after death. It involves key components such as a Last Will and Testament, a Durable ...

Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway ...

Your clients expect more than portfolio management — they want comprehensive wealth planning that protects their legacy. But selecting estate planning technology that actually delivers on its promises ...

The right jurisdiction can mean the difference between adequate planning and exceptional wealth preservation.

It’s never fun to think about death, especially your own, but estate planning is extremely important. It’s unpleasant but by planning ahead and getting your affairs in order, it makes it much easier ...