“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
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.
Key resources to support your estate planning journey
Guide
Why estate planning matters
Win new clients by downloading and sending this presentation to potential clients and prospects alike. It can help them understand why estate planning matters and...
Client material
Estate Planning Document Checklist
Use this checklist to understand the essential documents that should be included in any estate plan and the purpose of each.
Blog
7 Major reasons why estate planning isn’t a ‘set it and forget it’...
Imagine that you're having your first consultation with a new client. You ask them whether they have an estate plan in place. They proudly tell...
Blog
Estate planning for high-net-worth and ultra-high-net-worth individuals
While everyone can benefit from a properly structured estate plan, it becomes even more critical for those with higher levels of wealth. High net worth...
Blog
How do I know if estate planning documents are high quality?
As a financial advisor, you may be uncertain about the myriad of estate planning documents clients use, and which to recommend for the best possible...
Client material
A guide to the 2026 federal estate tax exemption sunset (for clients)
If your client has an estate that has not been previously taxable due to the historically high exemption – but may find themselves with a...
Ready to experience a whole new estate planning experience?
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.