A modern way to help clients get personalized trusts and wills through a simple and intuitive process.

On-demand estate planning documents

Start legacy planning with Vanilla Document Builder

A modern way to help clients get personalized trusts and wills through a simple and intuitive process.

Offer your clients a modern legacy planning solution

Vanilla Document Builder gives financial advisors a platform for their clients to create estate planning documents

Invite your clients

Advisors invite clients to create their estate planning documents.

sign-up flow

Your clients create an account in Vanilla.

estate planning document wizard

Clients answer a self-guided questionnaire about their family, estate, and health care wishes.

client reviews the information

Clients review and pay for the plan.

client will receive printed documents

Clients print documents and duly execute them.

advisor is notified through the advisor dashboard

The estate plan lives inside Vanilla’s interactive client profile.

A modern way to create documents for estate planning

Self-service document creation

Client Invitations

Premium Printing and Shipping

Dynamic Estate Diagrams

Client Dashboard

Create estate planning documents with a simple and intuitive onboarding flow

Clients starting their documents can answer questions through a self-guided questionnaire that produces their basic estate planning documents.

Easily track the status of your clients’ documents

Invite your clients to create core estate planning documents. Monitor the status of invites sent and your clients’ progress of their documents to ensure they’re successfully completed and executed.

Created documents sent directly to your clients for execution

The entire documents package will be printed and shipped directly to your clients so that they can be fully executed.

Visual summaries of core documents integrated into the Vanilla platform

Advisors can see the visualizations of their clients’ estate plans inputted from their core documents represented on the Vanilla platform.

Delight your clients with an intuitive and straight forward invite process

Clients can log into an easy-to-use dashboard where they can choose their plan and start creating their documents for estate planning.

See other Vanilla use cases

Create estate plan overviews

Organize and onboard clients’ plans in one place.

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Show how the estate plan works

Simplify complex plans with interactive diagrams.

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Deliver ongoing estate advice

Drive ongoing legacy planning

Create personalized engagement through impactful estate planning conversations.

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Frequently asked questions

When will Vanilla Document Builder be available?

We will have information about the rollout of Document Builder later this year.  Join the waitlist to get the latest information on availability.

What documents are included in the Basic Trust Package?

The Basic Trust Package includes a Pour-over Will, Revocable Trust, Power of Attorney, Health Care Directive, and Certification of Trust.

Do I have to be a Vanilla customer in order for my clients to create documents?

Yes, an advisor has to be a customer of Vanilla in order to invite their clients to create estate plan documents.

Can a user create documents for all 50 states?

Yes, all 50 states will be supported. Our initial launch will cover 9 jurisdictions with the rest following shortly thereafter.

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 attorney-facilitated option in the 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 to create the documents.

How does the invite process work?

Advisors will have access to an “Advisor portal,” which allows them to invite clients to create documents.  Invites can be sent to new or existing clients currently on Vanilla.

Can an advisor create estate documents on behalf of their client(s)?

No, advisors cannot create estate planning documents on behalf of their clients. 

Can I keep track of the status of my clients’ progress?

An advisor will receive notifications of the status of the client’s estate plan docs creation process, starting with the invite that was sent to the client, the progress of the questionnaire, finalized documents, proof of payment, receipt by mail, and the actual execution. These notifications can be seen within the Advisor Portal and/or received by email by both the advisor and client.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.