Vanilla simplifies estate planning in California by helping you organize and visualize every client’s complete financial picture.

California Estate Planning Software

Estate advisory platform for California estate planners, advisors, and attorneys

Vanilla simplifies estate planning in California by helping you organize and visualize every client’s complete financial picture.

California Estate Planning Documents

Vanilla is the most complete estate planning software for financial planners and advisors in California

Invite your clients

Advisors invite clients to create estate documents.

estate planning document wizard

Clients go through a self-guided questionnaire.

client reviews the information

Clients review and finalize the plan.

client will receive printed documents

Printed documents are shipped for signature.


Advisor keeps track of clients’ progress.

advisor is notified through the advisor dashboard

The estate plan is visualized in Vanilla.

Estate planning considerations unique to California

Estate-related laws and taxes can vary by state. Here are a few of California’s notable distinctions: 

Community Property System

California is one of a handful of states that recognize community property, meaning generally that assets acquired during marriage are considered to be owned equally by both spouses. 

Portability of Estate Tax Exemption

Although California does not have a state estate or inheritance tax, California residents may need to consider federal estate tax portability.  

Probate Process

California has one of the more expensive and time-consuming probate processes compared to other states, with one of the highest probate fees in the country.

Intestate succession in California

Here’s a summary of how assets transfer when a person dies intestate in California.

Key estate planning features to deliver more value to clients in California

Create estate planning documents with a simple and intuitive questionnaire

Clients answer questions through a step-by-step process that generates their estate planning documents. 

Deliver sophisticated plan options

Clients can choose multiple options based upon their needs such as a QTIP marital trust or outright distribution to spouse, aged-based trust distributions for assets left to people in trust, and a perpetual pot trust for some or all assets left to children or descendants.


Easily track the status of your clients’ estate documents

Invite your clients to create core estate planning documents. Monitor the status of invites sent and your clients’ progress to ensure they’re successfully completed and executed. 

Visualize estate plans directly in Vanilla

Information from the estate documents flows directly into Vanilla so advisors can immediately see the specific fact patterns and integrate their clients’ financial data.


Connect with the wealth management tools you already use

Addepar logo
Black Diamond logo

See other Vanilla use cases

Create estate plan overviews

Organize and onboard clients’ plans in one place.

Learn More

Visualize how the estate plan works

Simplify complex plans with interactive diagrams.

Learn More
Deliver ongoing estate advice

Drive ongoing legacy planning

Create strategies and opportunities through impactful estate planning conversations.

Learn More

Frequently asked questions

Can Vanilla provide estate planning documents tailored to California’s state laws?

Yes, Vanilla has a suite of core estate planning documents that have been tailored to CA law by top CA-licensed attorneys.

Can Vanilla automate estate plans for attorneys and financial advisors in California?

Yes, Vanilla enables advisors to create new estate plans and generate automated visualizations, reports and potential opportunities through Document Builder.

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

If your company does not have an estate strategist in-house, Vanilla will abstract your 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.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.