Vanilla for Carson Group Advisors | Modern Estate Planning for Your Practice

Modern estate planning for Carson Group advisors

Turn estate planning into your most powerful relationship builder with tools built for every client, at every wealth level. Partnership pricing available exclusively for Carson Group advisors.

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How Vanilla helps

Deepen Relationships

Go beyond the balance sheet. Vanilla gives you the tools to have more meaningful planning conversations that strengthen trust, uncover what matters most, and keep clients connected to your practice for life.

Grow AUM

Every estate planning conversation is an opportunity to uncover unmanaged assets and grow share of wallet. Vanilla makes it easy to turn a document review into a whole-picture wealth conversation.

Drive Retention

Estate planning is the strongest retention tool you have. When you help clients plan for their legacy, you become irreplaceable — not just to them, but to the next generation.

Pricing

Exclusive Carson Group pricing

As part of Carson Group’s partnership with Vanilla, advisors have access to preferred partnership pricing, making it easier than ever to bring estate planning into the heart of your practice.

Advisor Advanced

$4,888

per USER per year

For advisors serving clients at all wealth levels