onboard and organize estate plans

Identifying your client’s estate planning needs and helping them understand their plan can be hard. With engaging onboarding and AI-powered document abstraction, Vanilla makes it easy to organize a complete picture of family, financial, and estate information, all in one visual summary.


Assess your clients' needs and current estate plan

Identifying your client’s estate planning needs and helping them understand their plan can be hard. With engaging onboarding and AI-powered document abstraction, Vanilla makes it easy to organize a complete picture of family, financial, and estate information, all in one visual summary.

how it works

Get a complete picture of your client’s current plan

Get started by adding your clients to Vanilla.

Invite your clients to an Estate Health Check

Add key information about the family

Collect key information with Collaborative Onboarding

Build a balance sheet with integrations

Link or upload your clients' financial balance sheet

Review estate planning documents with AI or let us do it for you

Create Estate Plan diagrams

Visualize the estate integrated with assets

View the completed Client Profile

Generate custom reports of the complete Client Profile

Key features for organizing estate plans

Expedite client intake

Rapidly assess your client’s estate planning needs or build relationships with prospects with the Estate Health Check. Customized results and helpful content suggest next steps.

Accelerate onboarding

Save time during onboarding by inviting your client to collaborate in building out their complete profile. Easily review the family, financial, or estate information they provide.

Let VAI turn documents into interactive diagrams

Estate Builder powered by VAI, our proprietary artificial intelligence engine, quickly creates estate visualizations with support for hundreds of fact patterns.

Document reviews done for you

Save hours in your day by letting Vanilla’s team of professionals review and transform your estate documents into clear and simple visuals.

Unlock your clients’ entire financial picture

Build a summary of your client’s total wealth, specific details about assets by ownership, what’s inside versus outside the taxable estate, what’s liquid vs illiquid, detailed estate plan diagrams and the total estimated estate tax.

A quicker way to gather client information

Integrations with performance management systems and CSV imports eliminate manual entry and make it easy to bring in financial account data.


Create seamless onboarding with integrations

See how integrations with some of the leading wealth management tools speed up client onboarding into Vanilla.

Daily automatic sync with portfolio management tools ensure all integrated information is up-to-date within the client’s financial and estate plan.

Need help with an Integration?

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Discover more ways to use Vanilla

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Visualize estate plans

Simplify planning with powerful visualizations

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Strategize planning opportunities

Illustrate the impact of planning

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Create estate planning documents

Ensure end-of-life planning with the necessary estate information and documents.

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Frequently asked questions

What estate planning documents are required to create a client profile on Vanilla?

At a minimum, we recommend that you onboard clients who have dispositive documents (revocable trust and/or will).  If your clients do not have these documents, you can invite them to consider using Vanilla Document Builder to create core documents (revocable trust, pour-over will, health care directives, and power of attorney) they may need, and that information will seamlessly integrate into Vanilla.

Besides estate planning documents, what other information is required to onboard a client myself or with Collaborative Onboarding?

In order to create the most robust profile that provides a complete picture of your client’s estate, you need to provide the family information, financial data, and estate planning documents. Your clients can also provide this information if you invite them to Collaborative Onboarding. Financial information includes bank accounts, stock portfolios, real estate, brokerage accounts, personal property (i.e. art and car collections), and retirement accounts. With this information, Vanilla will be able to create the dynamic visualizations of the estate plan.

Can I invite existing clients to Collaborative Onboarding?

Yes, you can send an existing client an invitation to Collaborative Onboarding and they update their information at any point, pre or post abstraction.

Do I need an estate strategist in-house for a document review?

 If your company does not have an estate strategist in-house, you can use Vanilla Abstraction Services to abstract your clients’ documents…”clients’ documents and transform them into the key pieces of data that become the Client Profile.

What is included in Vanilla Abstraction Services?

 Vanilla abstracts data directly from estate documents submitted by an advisor and enters it into Vanilla to visualize the key aspects of the client(s)’ planning. This includes document names, date of execution, governing law, specifically named parties (beneficiaries, fiduciaries, etc.), planning structure at death of client and spouse (if applicable), key trust provisions, and opportunities for additional planning. Vanilla Abstraction Services do not include abstraction or calculations of unsupported fact patterns, provide legal advice or determinations, offer tax advice or determinations, or make qualitative assessments of the documents.

Do I need to manually enter all my client’s information into Vanilla?

No, we currently have integrations with Black Diamond, Orion and Addepar so you can pull in your clients’ account information. Additionally, we have a CSV upload so you can pull information from a portfolio management system, financial planning tool, or CRM and upload it to Vanilla.

Can I create an estate plan flowchart on Vanilla?

Yes, Vanilla takes all of your client’s household information, financial data, and estate documents to create the dynamic visualizations of the estate plan. Our AI engine VAI automatically reads a client’s estate planning documents and suggests key information that Estate Builder uses to create the estate diagrams and visualizations.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.