“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
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.
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.
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.
Vanilla investor and former Vanguard CEO Bill McNabb shares his reaction seeing his estate in Vanilla for the first time.
Vanilla’s Jenny Raess explains some key considerations when crafting and designing a plan.
Vanilla’s Patrick Carlson explains how we designed our on-demand estate plans and which clients they are best for.
Jake B.
Client
Why estate planning matters
Estate Planning Document Checklist
7 Major reasons why estate planning isn’t a ‘set it and forget it’...
Estate planning for high-net-worth and ultra-high-net-worth individuals
How do I know if estate planning documents are high quality?
A guide to the 2026 federal estate tax exemption sunset (for clients)