Give your clients a modern way to get trusts and wills, then support them with ongoing estate advisory.

On-demand estate planning documents

Deliver sophisticated, end-to-end planning at scale

Give your clients a modern way to get trusts and wills, then support them with ongoing estate advisory.

Offer your clients a modern estate planning solution

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

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.


Advisor keeps track of clients’ progress.

advisor is notified through the advisor dashboard

The estate plan is visualized in Vanilla.

A modern way to create documents for estate planning

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.


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. 

Printed documents sent directly to your clients for execution

Everything will be printed and shipped directly to your clients in a beautifully designed package so that they can be duly executed.


Visualize estate plans directly in Vanilla

Information from the estate documents flows directly into Vanilla so advisors can immediately see the specific fact patterns and integrate their clients’ financial data.

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.

Easily pay for a client’s documents to support your firm’s fee structure

Advisors have the option to pay for a client’s documents on a client-by-client basis and will be invoiced separately.


See other Vanilla use cases

Create estate plan overviews

Organize and onboard clients’ plans in one place.

Learn More

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.

Learn More

Frequently asked questions

When will Vanilla Document Builder be available?

Vanilla Document Builder is currently in public preview, available to all clients of Vanilla customers. 

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.

When will other document packages be available?

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.

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 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.

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.

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.