Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Give your clients a modern way to get trusts and wills, then support them with ongoing estate advisory.
Give your clients a modern way to get trusts and wills, then support them with ongoing estate advisory.
“Vanilla makes it easy for my clients to create estate documents while giving me a complete platform to manage ongoing estate advisory conversations.
Dana Foley
Founder & Partner, Accelerant Law
Offer your clients a modern estate planning solution
Advisors invite clients to create estate documents.
Clients go through a self-guided questionnaire.
Clients review and finalize the plan.
Printed documents are shipped for signature.
Advisor keeps track of clients’ progress.
The estate plan is visualized in Vanilla.
Clients answer questions through a step-by-step process that generates their estate planning documents.
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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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.
Everything will be printed and shipped directly to your clients in a beautifully designed package so that they can be duly executed.
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Information from the estate documents flows directly into Vanilla so advisors can immediately see the specific fact patterns and integrate their clients’ financial data.
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.
Advisors have the option to pay for a client’s documents on a client-by-client basis and will be invoiced separately.
Create estate plan overviews
Organize and onboard clients’ plans in one place.
Visualize how the estate plan works
Simplify complex plans with interactive diagrams.
Drive ongoing legacy planning
Create strategies and opportunities through impactful estate planning conversations.
Vanilla Document Builder is currently in public preview, available to all clients of Vanilla customers.
The Basic Trust Package includes a Pour-over Will, Revocable Trust, Power of Attorney, Health Care Directive, and Certification of Trust.
With our powerful document engine, we will be able to offer different document packages on our platform. We plan to offer other document packages in the future.
Yes, an advisor has to be a customer of Vanilla in order to invite their clients to consider creating estate plan documents with Vanilla Document Builder. However, a client can create their documents without having their estate plan visualized and reflected in Vanilla.
At the moment, we only support document creation for estates within the United States.
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.
At the present time, we are not offering documents directly to clients. An advisor would need to invite their client into Vanilla Document Builder.
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.
No, advisors cannot create estate planning documents on behalf of their clients.
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?
Talk to our sales team today.
