Jessica Lantz

Oct 09, 2026

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Estate Health Check™, enhanced: turn answers into opportunities

For many advisors, the hardest part of estate planning is getting the first conversation going. Without a simple way in, plenty of plans stall before they ever begin. National Estate Planning Awareness Month is underway, which makes right now a natural moment to start thinking about your strategy for approaching these conversations. 

This is exactly why Estate Health Check is getting a major enhancement. It’s been redesigned to get those planning conversations off the ground, and to make it easy to take action on any planning gaps.

First impression

Here’s how it works: you send a personalized link, your client opens the link on their phone, and completes a short questionnaire on their finances and where their estate stands today. The whole process takes just a few minutes. Once completed, your client gets personalized next steps and planning recommendations based on their answers. That quick check becomes the opening for a real planning conversation.

Flexibility 

This isn’t the only way you can use Estate Health Check; you can send it to prospects as a low-pressure way to start the relationship and see where planning opportunities are. Larger firms can deploy it at scale across an entire book of clients at once to surface the high-value clients they couldn’t see before. Regardless of where they are in their planning journey, the starting point is the same.

Opportunity 

Once a client or prospect gets to their personalized results, every recommendation comes with a next step built in – like routing a client with outdated documents right into Vanilla Document Builder®. When you have the path forward already there, more of your initial conversations turn into plans that actually get built. 

You can expect to see our updated version of Estate Health Check live and available to all users later this month. Want an early look? Contact our CSM team to learn more. Exploring Vanilla for the first time? Schedule a demo and we can show you what is on the way.

Note that all unpublished features and enhancements mentioned are subject to change in both content and timeline without notice. Vanilla reserves the right to modify or cancel roadmap items at any time.