Jennifer Raess
Associate General Counsel, Estate & Tax Product at Vanilla
Based in Cape Coral, United States
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Seniority
Staff
Department
Legal
Location
Cape Coral
Industry
Financial Services
Company size
202
Contact information
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j•••••••@justvanilla.com
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Background
About Jennifer Raess
I’m Associate General Counsel, Estate and Tax Product at Vanilla, where I combine my legal expertise and product mindset to shape innovative, compliant estate planning solutions. With over a decade of experience in estate, tax, and financial planning—spanning both legal advisory and product development roles—I bring a unique ability to bridge complex technical issues with practical, user-centered execution. Prior to Vanilla, I spent nearly 10 years at Northwestern Mutual, supporting advisors as an Advanced Planning Attorney and later helping launch estate planning capabilities within their proprietary financial planning platform. That work deepened my skill in collaborating across legal, product, and engineering teams to build tools that reflect current laws, meet regulatory standards, and serve real client needs. I thrive on simplifying the complex—whether it’s tax code, product strategy, or cross-functional communication. I'm passionate about translating legal and planning concepts into clear, actionable guidance, and I take pride in being a collaborative, thoughtful partner in fast-paced, evolving environments.
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