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
Advisors invite clients to create their estate planning documents.
Your clients create an account in Vanilla.
Clients answer a self-guided questionnaire about their family, estate, and health care wishes.
Clients review and pay for the plan.
Clients print documents and duly execute them.
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.
Show how the estate plan works
Simplify complex plans with interactive diagrams.
Drive ongoing legacy planning
Create personalized engagement through impactful estate planning conversations.
Frequently asked questions
We will have information about the rollout of Document Builder later this year. Join the waitlist to get the latest information on availability.
The Basic Trust Package includes a Pour-over Will, Revocable Trust, Power of Attorney, Health Care Directive, and Certification of Trust.
Yes, an advisor has to be a customer of Vanilla in order to invite their clients to create estate plan documents.
Yes, all 50 states will be supported. Our initial launch will cover 9 jurisdictions with the rest following shortly thereafter.
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 attorney-facilitated option in the 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 to create the documents.
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?
Deliver a whole new client conversation experience
Talk to our sales team today.