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
Deliver differentiated advice with estate analysis and strategies.
“Our team uses Vanilla to visualize hypothetical scenarios and underscore the potential tax impact in a way that's easy to understand."
Brian Ademek, CFP®, CPWA®, CVA, CExP
Founder & President
Project the value of the estate
Uncover gaps in the current plan
Model multiple estate planning scenarios
Educate on minimizing tax liability
Drive ongoing estate conversations
Vanilla Scenarios™ gives advisors, wealth planners, and estate lawyers a powerful, dynamic platform to model multiple estate planning scenarios now and in the future to illustrate the impact of planning.
Educate your clients on their potential federal and state estate tax liability so they can make impactful decisions on how to allocate assets within their estate and mitigate tax liability.
Help clients make better planning decisions by projecting the growth of their estate at a future date. See the effect on the assets within the Waterfall, Estate Tax Details, and Beneficiaries.
Establish touch points with your clients with estate planning recommendations such as reviewing beneficiary designations, funding trusts, and updating out-of-date documents.
See how our integrations with wealth management tech vendors help you deliver the best estate planning information to your clients.
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Easily organize 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 Scenarios gives advisors, wealth planners, and estate lawyers a powerful, dynamic platform to model multiple estate planning scenarios now and in the future to illustrate the impact of planning. Multiple scenarios — including various projections, SLATs, Annual Gifting, and more — can be created, saved, and layered upon existing plans. Advisors can use Vanilla Scenarios to model against complete profiles or an outline of assets.
Estate tax calculations are based on the current (2023) exemption of $12.92M per person (or $25.84M for a married couple). The exemption will be indexed for inflation each year and is scheduled to sunset to $5M per person in 2026 (indexed for inflation from 2011).
The table below presents calculations for hypothetical estate tax exposure based on assets that are considered inside of the taxable estate. These calculations include an estimated federal estate tax and state estate tax – both resident and non-resident, if any (no inheritance or GST tax). The table then presents a high level breakdown of net assets that transfer to heirs and charity (if any).
Vanilla enables advisors to have ongoing conversations with their clients about their estate plans. Opportunities identify the details about the estate that need to be looked at and then prioritized (i.e. beneficiary updates).
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Talk to our sales team today.
