Estate planning software

Modern, visual estate planning for every client

Build relationships that go deeper than money

Estate planning is complex. Our complete estate planning solution demystifies the process, with powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation. We help advisors, planners, and attorneys delight clients and win new ones with a better estate planning experience.

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Estate planning software for advisors and planners

Wealth Advisors

Deliver differentiated advice, deepen client relationships, and grow your business.

Vanilla for Advisors

Estate Planners

Support more advisors and extend quality estate planning to every client.

Vanilla for Planners

Attorneys

Turn complex structures into simple diagrams and harness real time scenario planning.

Vanilla for Attorneys

Enterprise

Scale your estate planning services to support every advisor and serve every client

Vanilla for Enterprise

Trusted by firms from boutique RIAs to enterprises

Transforming estate planning into Estate Advisory

Deliver value to every client, regardless of their asset level

Protection

Ensure clients have accurate, funded plans and sufficient assets to support loved ones.

Legacy

Visualize the estate plan summary and advise clients on their legacy goals and wishes

Taxes

Model out advanced estate planning scenarios to optimize estate taxes

Introducing

The Vanilla Estate Advisory Platform

Vanilla is the leading estate planning solution built to give clients a holistic and empowering estate planning experience. We combine a powerful platform, estate-planning specific AI, and our human experts to enable every advisor to go as fast or as deep as they need to go.

Assess client needs

Educate clients with brandable materials and understand where to start with each client

Visualize how the plan works

Advise on how the estate plan works and if it matches client’s intentions and wishes.

Create estate documents

Offer wills, trusts, POAs, and modern, on-demand experience

Strategize and optimize taxes

See in real time how different strategies can minimize estate taxes

“Vanilla has emerged as a market leader in UHNW-focused estate planning software”

The estate planning learning hub for advisors

Continuing ed courses

Expand your estate planning skillset with free expert-led courses, from the basics to advanced strategies

Client-facing content

Download brandable, educational estate planning materials designed with client questions in mind

Guides and resources

Access the complete library of resources to brush up on foundational knowledge and learn advanced concepts

Vanilla Academy

Vanilla has won awards from around the industry

WealthTech Americas
Best Newcomer/Startup
2023 Industry Awards

Family Wealth Report
Winner Product Innovation
2022 Awards

WealthManagement.com
Finalist, Specialized Planning
2023 Awards

ThinkAdvisor
Finalist, Innovation
2023 LUMINARIES Awards

AI-Powered Estate Planning Software. Built for the enterprise

The most complete estate planning platform to help every client make the most of their life’s work.

V/AI

Harness the power of artificial intelligence to analyze estate plans and deliver insights at scale.

Data Security

Safeguard sensitive client information with Vanilla’s enterprise-grade security measures.

SOC2 Type II

Vanilla meets the AICPA trust principles of security, availability, and confidentiality.

Integrations

Connect Vanilla with the other tools in your tech stack for a seamless workflow. Our platform integrates with leading CRMs, financial planning software, and more.

“The company has taken the wealth management industry by storm”

Featured Resources

Guide

The Vanilla Estate Planning Playbook (updated for 2024)

Guide

A guide to trusts for estate planning

Blog

The four ways Artificial Intelligence (AI) will transform estate planning

Blog

10 Diagrams to explain advanced estate planning strategies

Webinar

The Value of Vanilla with Bill McNabb

Blog

Top Financial Advisor Software Picks for 2024

Frequently Asked Questions

Estate planning software helps financial advisors, lawyers, and individuals analyze existing estate plans, identify gaps, calculate potential federal and state estate tax liabilities, and create new planning documents such as trust, wills, power of attorney, and healthcare directives. It can automate many of the manual tasks involved in estate planning, such as drafting documents, calculating taxes and waterfalls, and building visualizations to explain how the plan works.

Advisors need estate planning software because it can help them:

Provide better service to their clients by helping them create comprehensive and effective estate plans.
Understand their clients balance sheet and total net-worth.
Create a deeper connection to the client and their goals.
Retain assets by creating a connection with the second generation.

Estate planning software can help advisors educate clients about estate planning and build trust and rapport through using a modern, interactive experience.

Yes, Vanilla can help with tax planning as part of its estate planning software. It can help advisors calculate the potential federal and state estate tax implications of each client’s current estate.

Estate planning software should help users do four things – organize and visualize a family’s existing plan, strategize potential opportunities, offer online document creation, and create a collaborative online space for accessing current estate plans and documents. Estate planning software needs to account for complex fact patterns, multiple types of trust documents, state and federal tax laws, and have a robust reporting engine.

Estate planning software also needs to be easy to use, integrated to other financial technology systems, secure, and offer best-in-class customer service.

Vanilla’s estate planning software is available today for wealth management firms and law firms, priced based on each firm’s individual needs. Please contact sales for a custom quote.

Estate planning can be complex. The right estate planning software will simplify the process for the advisor, attorney, and client. It will streamline onboarding and turn dense documents and legalese into easy-to-understand diagrams. Estate planning software can help with estate strategy and scenario planning and even create legal documents. To better understand how to evaluate estate planning software, download our buyer’s guide.

Vanilla is used by many attorneys. It helps streamline client onboarding and shows clients how even complex estate plans work with easy-to-understand visualizations. The Vanilla platform also enables attorneys to play out how various legal and financial instruments will impact an estate plan in the future.

Yes – Vanilla turns dense legal documents and estate strategies into easy-to-understand, interactive diagrams. These visualizations help clarify the plan for the advisor and client alike. See how trusts are structured, how assets flow on first and second death, and more. See how Vanilla can visualize your client’s estate plan.

Ready to deliver a whole new estate planning experience?

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