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Frame 8260 Unlock new opportunities with estate planning

Betterment Advisor Solutions is partnering with Vanilla to offer exclusive, free access to their powerful estate planning tools.

Claim offer

Non-client. Co-founder is an investor in Betterment. Views may not be representative. See G2 reviews.
Betterment and Vanilla

Drive growth with our partnership

Learn how Vanilla’s AI-enabled platform can help you attract new clients, strengthen multigenerational relationships, and deliver even more value to your practice.
 

Topics we cover:

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    Why estate planning matters and how it can help you unlock greater potential
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    A guided tour of Vanilla's key features, including action-branded questionnaires, flowcharts, and AI-assisted planning
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    How advisors who use Betterment can get started with Vanilla and access exclusive perks

Meet the speakers

  • Michael Schwoerer

    Michael Schwoerer

    Head of Partnerships at Vanilla

  • Patrick Carlson

    Patrick Carlson

    Product Counsel at Vanilla

  • Alison Considine

    Alison Considine

    Head of Strategy & Business Development at Betterment Advisor Solutions

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Advisors who use Betterment get exclusive, free access to Vanilla's estate planning tools:

  • Estate Health Check data gathering and prospecting tool that highlights specific next steps curated to each client's needs
  • Document creation with access to 3 free estate planning packages
  • AI estate summaries for clients with existing estate plans