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Description

Martindale-Avvo serves as a valuable ally for attorneys, assisting them in expanding their practice and achieving their business aspirations. Utilizing our extensive knowledge in legal marketing and our vast marketplace, we aim to fulfill the growth objectives of both our clients and their potential customers. We begin with a free evaluation of your online presence and a thorough analysis of your primary business objectives, after which our marketing specialists will offer personalized service recommendations and tools designed to elevate your practice. Enhance your digital footprint with ProVantage, allowing you to highlight your skills across the four most frequented online directories, distinguishing yourself in the highly competitive field of law. Harness the potential of targeted advertising through AdVantage, enabling you to connect with a broader audience by securing prominent placements within our network of legal directories and beyond. Additionally, create a high-performing website that complements your efforts and drives client engagement effectively. This comprehensive approach ensures that your practice not only grows but thrives in today’s digital age.

Description

Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Lawyers.com

Country

United States

Website

www.lawyers.com/lawfirmmarketing/

Vendor Details

Company Name

Vanilla

Founded

2019

Country

United States

Website

www.justvanilla.com

Product Features

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Alternatives

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