The Better Way to Plan and Manage Your Estate

Estate planning is complex. We Make it easy

When you use Vanilla to do estate planning, not only are you getting a modern, visual planning experience, but you also get a living estate profile. Integrated with your complete financials. So everyone in your family feels protected and understands the legacy you are leaving.

End-to-end estate planning software for every size client

Protect Your family

Create a quality, accurate, funded plan with sufficient assets to support loved ones.

 

 

Craft Your Legacy

Your legacy is more than your money, its the values you pass to your family and community. Vanilla helps you craft a letter of wishes and easily communicate how your estate plan works. So you can put the meaning behind your money.

Optimize Estate Taxes

Work with your advisors to model out advanced estate planning scenarios. See in real-time how different planning options can optimize your future estate taxes and increase the total value of what you leave to beneficiaries.

The experience of seeing your estate in Vanilla

Vanilla investor and former Vanguard CEO Bill McNabb shares his reaction seeing his estate in Vanilla for the first time.

Key considerations when creating an estate plan

Vanilla’s Jenny Raess explains some key considerations when crafting and designing a plan.

Are Vanilla Documents right for me?

Vanilla’s Patrick Carlson explains how we designed our on-demand estate plans and which clients they are best for.

“Not only was the process fast, but it was extremely easy to understand and navigate. As a recently married,  young couple who just purchased a home, this Trust package was exactly what we were hoping for.” 

 

Jake B. 

Client 

Ready to experience a whole new estate planning experience?