Estate planning is complex – both for professionals and their clients. Our complete estate planning solution demystifies the process, helping visualize, model, and create new plans. We help advisors, planners, and attorneys delight customers with a better estate planning experience.

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Estate Planning Software

A modern, visual approach to estate planning

Estate planning is complex – both for professionals and their clients. Our complete estate planning solution demystifies the process, helping visualize, model, and create new plans. We help advisors, planners, and attorneys delight customers with a better estate planning experience.

Talk to Sales

Trusted by leaders in wealth management and estate planning

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Balentine is a customer of Vanilla
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How Vanilla Helps Advisors & Estate Planners

Bring the benefits of estate planning to your clients

Visualize existing plans

Turn dense documents into clear and simple visuals that uncover planning gaps.

Deliver Client Wow

Deliver holistic planning

Deliver differentiated advice with estate analysis and strategies.

For Advisors

Scale your estate planning offering

Turn estate planning into a repeatable offering for every client.

For Estate Planners

Retain assets, win new clients

Retain assets across generations and win new clients to grow your book of business

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Our estate planning software

The Vanilla Estate Advisory Platform

Built by advisors for advisors, Vanilla is more than just a place to create trusts, wills, and estate planning documents. It’s built for powering the most important advice you can give your clients — how to craft and manage their legacy.

Resources

Stay current on the latest in trusts, wills, and estate planning

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Guide

Vanilla

Feb 16, 2023

The Vanilla Estate Planning Playbook (updated for 2024)

A step-by-step checklist to guide your client conversations, updated for 2024. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.

Guide

Vanilla

Feb 10, 2023

Why estate planning matters

Win new clients by downloading and sending this presentation to potential clients and prospects alike. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.

Recognized as a leading wealth management and estate planning software platform

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WealthTech Americas
Best Newcomer/Startup
2023 Industry Awards

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Family Wealth Report
Winner Product Innovation
2022 Awards

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WealthManagement.com
Finalist, Specialized Planning
2023 Awards

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ThinkAdvisor
Finalist, Innovation
2023 LUMINARIES Awards

Integrations

Connect with the wealth management tools you already use

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Security

Enterprise grade security for every customer and client

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SOC2 Type II

Cloud Architecture

Cloud Architecture

Data Security

Data Security

Disaster Recovery

Disaster Recovery

External Security Assessments

External Security Assessments

Access Controls

Access Controls

Frequently Asked Questions

What is an estate planning software? And why do advisors need it?

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.

Can Vanilla help with tax planning?

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. 

How should I evaluate estate planning software?

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.

How much does Vanilla’s estate planning software cost?

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. Our Basic Trust Package, which includes a revocable trust, pour-over will, power of attorney, healthcare directive, and certification of trust will be available in the fall of 2023 for a soon to be announced price, paid directly by the client.

Ready to deliver a whole new estate planning experience?

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