Jessica Lantz

Jul 09, 2026

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Vanilla’s Reporting Experience: A faster, more polished way to deliver estate plans

Every estate plan eventually needs to leave the page and land in a client’s hands. That deliverable is often the first real proof of the work behind it, which means how it looks and how quickly you can build it matters just as much as what’s in it.

Vanilla’s reporting experience is built around a simple idea: you should see your report take shape as you build it, and the final product should look like it came from you — not from a generic template.

How our reporting experience elevates your practice: 

• Live, split-screen editing. See your report update in real time as you build it — no regenerating from scratch to check a single change.
• Granular, section- and page-level controls. Decide exactly what’s included for each client, so nothing lands in front of them that doesn’t earn its place.
• Font and color customization. A closer match to your firm’s look, with color and font options built in.
• One place for every report type. Estate reports, V/AI Summaries, and Personal Financial Statements all live together, making it that much easier to reach for whichever one fits the moment.
• Template management. Capture your strongest report structures at the individual or organization level, so your best work becomes the starting point for your whole team.

The takeaway

A report is never just a report. It’s the moment planning becomes tangible — the thing a client keeps, shares with a spouse, or brings to a second meeting. When that moment is easy to create and unmistakably yours, it does more than inform a client. It sets the standard of care they’ll expect from every interaction after it.

Already a Vanilla customer? Reach out to our CSM team to see it in action. Exploring Vanilla for the first time? Schedule a demo to see how it can transform how you deliver value to clients.