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

Colorado Estate Planning Software

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

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

Colorado Estate Planning Documents

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

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.

checkin

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 Colorado

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

Separate Property System

Colorado, like most other states, is a separate property state, meaning that property and assets acquired during marriage are still considered the separate property of each spouse.  

Portability of Estate Tax Exemption

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

Probate Process

Colorado allows for informal probate, which is a simplified process for estates that meet a certain threshold. For larger estates, formal probate may be necessary, which can be a costly and time-consuming process.

 

Intestate succession in Colorado

Here’s a summary of how assets transfer when a person dies intestate in Colorado: 

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

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.

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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. 

Engage with a best-in-class attorney throughout the document creation process

Clients have the option to engage with licensed attorneys from Accelerant PLLC in certain states who will help facilitate and complete the estate planning documents.

Integrations

Connect with the wealth management tools you already use

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Create estate plan overviews

Organize and onboard clients’ plans in one place.

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estate-plan

Visualize how the estate plan works

Simplify complex plans with interactive diagrams.

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Deliver ongoing estate advice

Drive ongoing legacy planning

Create strategies and opportunities through impactful estate planning conversations.

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Frequently asked questions

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

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

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

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

Can a user create documents usable in countries other than the United States?

At the moment, we only support document creation for estates within the United States.

Do I need an attorney to review my estate planning documents once they’re completed?

The templates for the documents have been created by leading trust and estate planning experts and is a self-service model without direct attorney engagement.  We plan to offer an option to engage with an attorney in the near future.

Do you permit an advisor’s clients to generate estate planning documents through Vanilla without going through their advisor?

At the present time, we are not offering documents directly to clients. An advisor would need to invite their client into Vanilla Document Builder.

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