VANILLA CONCIERGE

Extend your practice
with hands-on
trust and estate support

Vanilla Concierge connects your firm to Vanilla’s in-house trust and estate professionals for the client work that needs an extra layer of support.

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Real support,
ready when your team needs it.

Every firm’s needs are different. These are some of the most common situations that bring firms to Vanilla Concierge.

Little to no estate planning experience

Your firm wants to offer estate planning but doesn’t have the background in-house to abstract documents, build diagrams, and know how to talk about it with your clients.

Bandwidth constraints

Your planning team can abstract documents and build diagrams, but hits capacity limits, especially around busy seasons.

Understanding what's in the plan

Your team wants to walk through the structures and provisions with someone who can explain them, and how to present it to the client.

Complex, upmarket clients

Your firm is taking on more sophisticated clients who need fully built-out diagrams, with numbers flowing through.

Deep in-house expertise,
built over years

Vanilla Concierge is delivered by Vanilla’s in-house trust and estate professionals who have been doing this work since the company’s founding in 2019.

15+

Trust and estate professionals

10

Non-practicing attorneys

190+

Years of combined experience

10K+

Client profiles built since 2019

At the helm:

Julia leads the team behind Vanilla Concierge. A former practicing trusts and estates attorney with 20 years of experience across estates from $5M to over $1B, she spent five years as Director of Estate and Tax Planning on the national advanced planning team of Lincoln Financial Advisors (now Osaic) before joining Vanilla.

“Vanilla has spent years in the details of estate documents — the provisions, the structures, the edge cases that make this work hard to do well. Vanilla Concierge means every firm on the platform can bring that depth into their client conversations, in whatever way fits how they practice.”

Abstraction Services

The first category of support available through Vanilla Concierge, Abstraction Services brings in our trust and estate pros to help Vanilla subscribers with abstracting estate plan documents, building profiles in Vanilla, and preparing you for client conversations.

DO IT FOR ME

Profile Build

Vanilla reviews and abstracts client documents, building a complete, verified client profile — ready for your first meeting.

Estate diagram, waterfall & beneficiary summary
Balance sheet integration & estate tax estimates
Client-ready presentation, reviewed before delivery

REVIEW IT WITH ME

Consultation

1:1 session with a Vanilla trust and estate pro to review an abstraction, walk through the plan and how to discuss it with your client.

Up to 2-hour guided session
Up to 1 hour of follow-up
Complete abstraction included

TEACH ME

Vanilla Estate
Builder Training

Multi-session program to build estate plans in Vanilla with confidence and work through real client profiles.

Sessions tailored to your schedule
Direct access to Vanilla’s trust and estate pros throughout
Email follow-up support included

Frequently Asked Questions

Vanilla Concierge is Vanilla’s professional services offering, giving Vanilla subscribers easier access to our in-house team of trust and estate professionals. Abstraction Services is the first category of services available today, with more categories planned as Vanilla expands what firms can get direct support on.

Vanilla Concierge is available to Vanilla customers — it’s built to work with your firm’s existing Vanilla platform subscription. It’s not available as a standalone service for firms that don’t use Vanilla.

Vanilla has offered Abstraction Services since its start in 2019. While the team and work aren’t new, the Concierge name is. It evolves and expands our Abstraction Services to include 1:1 access to our trust and estate pros, something our customers have frequently requested.

An in-house team of trust and estate professionals, including 10 non-practicing attorneys with 190+ years of combined experience. They’ve built 10,000+ client profiles representing $140B+ in client assets since 2019.

Vanilla is not a law firm and doesn’t provide legal advice or opinions. Concierge works with your client’s existing documents to build profiles and support your conversations with clients — Vanilla does not draft estate documents, advise on legal structures, or assess whether a plan is sound. Legal guidance stays with your client’s attorney.

AI is excellent at reading dense documents quickly, but estate planning documents are varied and specific enough that human review still matters. Vanilla’s approach pairs the two: the platform handles the modeling and visualization, and Vanilla Concierge’s trust and estate professionals provide the human layer that makes sure it’s accurate and complete — the same way the best financial planning software doesn’t replace a CFP, or the best tax software doesn’t replace a CPA.

Pricing depends on document count and the level of support your team needs. Talk to your Vanilla representative for more information.

Ready to get started?

Vanilla Concierge is available as an added service to Vanilla subscribers. Get in touch with your Vanilla representative or submit your interest to learn more.

Vanilla Concierge services are not a substitute for consultation with a licensed attorney, CPA, or financial fiduciary. Abstraction Services sessions are educational and focused on Vanilla platform modeling. Vanilla does not provide legal, tax, or fiduciary advice.

Extend your practice with hands-on trust and estate support

Deep in-house expertise, built over years

15+

10