Vanilla is a comprehensive estate planning platform for wealth advisors and estate strategists, designed to transform the estate planning experience by offering features such as client profile organization, interactive estate plan visualizations, strategic opportunity identification, and document creation. It allows advisors to deliver holistic estate analysis and advice, standardize and scale their offerings, and cater to client needs across generations, aiding in retention and growth. Vanilla integrates with existing wealth management tools while ensuring enterprise-grade security. Supported by resources like the Vanilla Academy, the platform aims to modernize estate planning and aid advisors in managing their clients' legacies effectively.

Vanilla

Vanilla provides estate planning software for financial advisors and strategists.

Future of estates

Empathy offers a comprehensive support system for individuals and families navigating the complexities of loss. They deliver a customized Care Plan targeting urgent needs, facilitate the handling of practical responsibilities such as canceling subscriptions and claiming benefits, and provide emotional support through various resources like audio companions and meditations. Clients have access to dedicated Care Managers and a team available 24/7. Additionally, Empathy assists with legal aspects like navigating probate processes. They advocate inclusivity, serving all demographics affected by loss, and offer business solutions to extend their supportive framework.

Empathy

Empathy provides personalized care and support during loss and bereavement.

Trust & Will offers easy online estate planning and settlement services, including the creation of wills and trusts, and support through the probate process. They provide state-specific products that ensure legal compliance and step-by-step guidance for users, with services starting at $159 for estate planning documents and $1999 for probate support. The platform prides itself on its user-friendly interface, fast service, and secure data protection. Unlimited chat and technical support are available, with an emphasis on personalized guidance for customers. Trust & Will positions itself as a trusted leader in online estate planning, aiming to simplify complex processes for its clients.

Trust & Will

Online platform for easy estate planning and probate services.

ClearEstate offers technology-driven solutions to help executors manage and settle estates efficiently. Their services include probate guidance, estate planning, and handling legal and financial matters post-death. They aim to alleviate stress and cost associated with traditional reliance on legal and financial professionals during estate settlement. ClearEstate provides tools such as probate checklists and tax calculators, particularly for the Ontario region, and expert one-on-one support. While not offering legal or financial advisory services themselves, they partner with Natcan Trust Company in Canada to ensure executors have necessary support for estate administration.

ClearEstate

ClearEstate provides estate planning, probate, and settlement solutions.

Betterleave collaborates with organizations to revolutionize bereavement care by enhancing access, elevating the care experience, and achieving better outcomes while simultaneously reducing costs. They address the full spectrum of grieving phases, from advance care planning to post-loss milestones. Their virtual care dashboard facilitates connections to experts and support groups. Using technology, clinical expertise, and analytics, Betterleave ensures patient-centered care aligning with individuals' goals. They partner with healthcare providers, employers, and insurers to extend high-quality bereavement support, showing proven benefits in member wellbeing, satisfaction, and economic efficiency for all parties involved.

Betterleave

Betterleave provides tech-enabled, cost-effective bereavement care for organizations.

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