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Articles published by Vanilla
Vanilla Partners with Snapdocs to Launch Mobile Notary, Giving Advisors' Clients a Faster Path to an Executed Estate Plan
October 01, 2026
From
Vanilla
Via
Business Wire
Vanilla Enters Its Next Chapter of Agentic Estate Planning
September 10, 2026
From
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Via
Business Wire
Vanilla Launches Vanilla Safe™ to Keep Every Family Ready for the Unexpected
August 25, 2026
From
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Via
Business Wire
Vanilla Introduces Vanilla Concierge to Extend Hands-On Trust and Estate Support to Its Advisors
July 15, 2026
From
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Business Wire
Vanilla and Callan Family Office Announce Strategic Partnership to Advance Estate Planning for Ultra-High-Net-Worth Families
June 30, 2026
From
Vanilla
Via
Business Wire
Vanilla Extends Estate Planning to Carson Group's Network of 600+ Advisors
May 20, 2026
From
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Via
Business Wire
Vanilla Partners with Worthy to Bring AI-Native Tax Intelligence to Financial Advisors
March 09, 2026
From
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Via
Business Wire
Cetera Chooses Vanilla, Further Enhancing Estate Planning Services for Approximately 12,000 Advisors
December 16, 2025
From
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Via
Business Wire
Vanilla Named a Preferred Estate Planning Technology Partner by Elevation Point
November 18, 2025
From
Vanilla
Via
Business Wire
Vanilla Approved by Osaic as a Comprehensive Estate Planning Solutions Provider to Over 11,000 Advisors
October 07, 2025
From
Vanilla
Via
Business Wire
Vanilla Opens Waitlist for Vanilla Starter: Essential Estate Planning Technology for Independent RIAs
September 30, 2025
From
Vanilla
Via
Business Wire
Vanilla Unveils Vanilla Scenarios™ Advanced Planning: The First Instant Modeling and Unified Workflow Tool for Advisors
August 12, 2025
From
Vanilla
Via
Business Wire
Vanilla Secures US Patent for Groundbreaking Estate Planning Technology for Financial Advisors
July 24, 2025
From
Vanilla
Via
Business Wire
Vanilla Appoints Emily Tran as Vice President of Marketing to Accelerate Growth
June 24, 2025
From
Vanilla
Via
Business Wire
Vanilla Unveils New AI Capabilities, Redefining the Future of Scalable Estate Planning
May 08, 2025
From
Vanilla
Via
Business Wire
Vanilla Announces Partnership with $560B Firm Mariner
April 17, 2025
From
Vanilla
Via
Business Wire
Vanilla Adds New Executives from Brex, Goldman Sachs Amidst Nearly 300% YoY Growth
February 26, 2025
From
Vanilla
Via
Business Wire
Vanilla Launches V/AI Copilot, an Estate Planning Assistant for Advisors
January 23, 2025
From
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Via
Business Wire
Vanilla Releases 2025 State of Estate Planning Report, Unveiling New Insights into Modern Estate Planning Trends
November 19, 2024
From
Vanilla
Via
Business Wire
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
August 15, 2024
From
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Via
Business Wire
Transforming Estate Law Practices: Vanilla Introduces "Vanilla for Attorneys" for the Modern Legal Community
May 08, 2024
From
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Via
Business Wire
Vanilla Expands Document Creation to Offer a Complete, Modern Estate Planning Experience
April 24, 2024
From
Vanilla
Via
Business Wire
Vanilla Unveils Vanilla Scenarios™ to Power Interactive Estate Planning and Modeling
March 12, 2024
From
Vanilla
Via
Business Wire
