Vanilla
Vanilla and BlackRock Are Equipping Advisors with the Estate Planning Education They Need to Grow
Clients come to advisors for help navigating some of the most consequential financial decisions of their lives. Estate planning is the door to those conversations, and advisors who open it consistently become the trusted advisor for life’s biggest moments, deepening client relationships and growing their practice in the process.
That’s why BlackRock has partnered with Vanilla to bring estate planning education directly to advisors through the BlackRock Advisor Center, a growing library of resources built to help advisors make estate planning a consistent part of how they serve clients.
What’s available now
Advisors can access the following content written in partnership with Vanilla through the BlackRock Advisor Center today:
- State of Estate Planning Report 2026 — Vanilla’s annual research on where estate planning stands across the industry, including data on advisor adoption, client gaps, and what’s driving demand for more proactive planning
- CE Video Courses — Two continuing education courses: How to Engage New Clients With Estate Planning and Estate Planning for Business Owners
- Educational Articles — Advisor-ready explainers covering wills vs. trusts, revocable vs. irrevocable trusts, GRATs, charitable trusts (CRUTs and CRATs), and estate planning strategies for wealthy families
More content is on the way, with additional resources slated to publish in the coming months.
Why this partnership
Advisors who make estate planning a core part of their client offering see stronger retention, deeper relationships, and more referrals. By bringing Vanilla’s estate planning content into the BlackRock Advisor Center, we’re putting that education in front of one of the largest advisor networks in the country. For advisors already in the BlackRock ecosystem, estate planning resources are now a natural part of the platform they use every day.
Explore the content on BlackRock’s Advisor Center
Learn more about Vanilla at justvanilla.com
Published: May 12, 2026
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