Modern estate planning for wealth advisors
Vanilla helps wealth advisors, financial planners, and estate strategists deliver better estate planning advice to clients.


Customer Spotlight: Garde Capital
2:43
Customer Spotlight: Garde Capital
What is a disclaimer trust?
1:03
What is a disclaimer trust?
What are the different types of fiduciaries?
1:34
What are the different types of fiduciaries?
What happens if you die without estate documents?
1:07
What happens if you die without estate documents?
How does a bypass trust work with a marital trust?
1:02
How does a bypass trust work with a marital trust?
What should those with non-taxable estates pay attention to when planning?
1:29
What should those with non-taxable estates pay attention to when planning?
What is an AB trust or marital bypass trust?
1:15
What is an AB trust or marital bypass trust?
How should you fund a marital bypass trust?
0:52
How should you fund a marital bypass trust?
What does it mean to think holistically about planning for an advisor?
0:42
What does it mean to think holistically about planning for an advisor?
How often should an estate plan be updated?
0:50
How often should an estate plan be updated?
Why is it important to have essential documents for adult children?
0:54
Why is it important to have essential documents for adult children?
How does a QTIP election work?
1:20
How does a QTIP election work?
Why is life insurance important for liquidity in estate planning?
1:17
Why is life insurance important for liquidity in estate planning?
What happens to a marital trust on second death?
0:38
What happens to a marital trust on second death?
What are important things to consider when planning for a larger estate?
1:38
What are important things to consider when planning for a larger estate?
What are the key considerations when creating an estate plan?
0:54
What are the key considerations when creating an estate plan?
What can go wrong if your estate plan isn't current?
0:53
What can go wrong if your estate plan isn't current?
How important is it to fund a revocable trust and how does one do that?
1:44
How important is it to fund a revocable trust and how does one do that?
What are the benefits of a pot trust?
1:03
What are the benefits of a pot trust?
What's the difference between per stirpes and per capita and why choose one over the other?
1:13
What's the difference between per stirpes and per capita and why choose one over the other?
What's the difference between a pot trust and per stirpes?
1:21
What's the difference between a pot trust and per stirpes?
What's the difference between per stirpes and per capita distribution?
1:13
What's the difference between per stirpes and per capita distribution?
Is a bypass trust a good idea if the estate isn't taxable?
1:15
Is a bypass trust a good idea if the estate isn't taxable?
What can happen if you don't have POAs for adult children?
1:10
What can happen if you don't have POAs for adult children?
What's the difference between revocable and irrevocable trusts?
1:19
What's the difference between revocable and irrevocable trusts?
What is a marital trust?
0:48
What is a marital trust?
What is a QTIP?
0:38
What is a QTIP?
Why do people often want to avoid probate?
1:03
Why do people often want to avoid probate?
What is an ILIT?
1:19
What is an ILIT?
What is a QPRT?
1:36
What is a QPRT?