Deepen your client relationships with proactive, ongoing communication about your client’s estate plan.
Deliver Estate Planning Recommendations
Deepen your client relationships with proactive, ongoing communication about your client’s estate plan.
“Vanilla helps our advisors have more impactful discussions with our clients so they can make better decisions about their legacies.”
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Moments to engage your client
During onboarding, learn about your clients’ estate planning goals.
Once the estate plan has been completed, review it with your client.
Schedule regular check-ins with your clients.
Communicate regularly with your clients when milestones and opportunities arise.
Milestones
Planning Opportunities
Estate Planning Reports
Track past, present, and future milestones to show the journey of what you’ve accomplished and the roadmap of what needs to be done throughout the years. Continually add milestones by category and year to ensure ongoing estate planning conversations.
Establish touch points with your clients with estate planning recommendations such as reviewing beneficiary designations, funding for trusts, and up-to-date items. Ensure no details are overlooked for the maintenance and prioritization of the estate.
Advisors can easily customize and build reports to send their clients the details of their estate plans. Select which details are relevant for each client.
See how our integrations with wealth management tech vendors help you deliver the best estate planning information to your clients.
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Onboard client estate plans
Quickly organize clients’ plans with a guided onboarding flow
Turn estate plans into diagrams
Simplify planning with powerful visualizations
Get on-demand estate planning documents
Ensure adequate planning with the necessary documents
Vanilla enables advisors to have ongoing conversations with their clients about their estate plans. An advisor has the ability to create milestones, allowing them to track what planning has been done in the past and what needs to be completed in the future for their clients. Vanilla also suggests opportunities to identify the details about the estate for further review and prioritization (i.e. beneficiary and document updates and funding of trusts).
Advisors can create an on-demand, custom branded PDF report that they can share with their clients. Easily visualize the estate with sections for the family tree, estate overview, the balance sheet that shows what’s inside and outside the estate, estimated tax calculations and more.
As the person most familiar with their clients’ overall financial situation, advisors should be communicating with their clients frequently, especially as life events occur (marriage, new baby, divorce, move to a different state, change in health conditions, change in wealth). Once a review of the client’s documents is completed, the advisor can update the financial inputs at any time. The platform will dynamically reflect these updates in the estate plan visualizations.
Ready to get started?
Talk to our sales team today.
