Vanilla updated its remaining GST exemption funding feature to fund subtrusts off remaining generation-skipping transfer tax exemption.
Published
Signal category
Products & Services
Quote
“Remaining GST exemption funding: Fund subtrusts off remaining generation-skipping transfer tax exemption.”
— Vanilla team
Company
Vanilla
Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
- Industry
- Financial Services
- Location
- Bellevue, US
- Company size
- 218 employees
Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.
Founded 2019