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
Estate planning software
Simplify estate planning Deliver differentiated advice and added value to planning conversations with your clients.
Deepen client relationships Expand relationships with your clients to get a better understanding of their legacy goals.
Scale your estate planning offering Turn estate planning into a continuous conversation across every client.
Get Demo
Deliver a whole new estate planning experience. Talk to our sales team today.
At Mariner Wealth Advisors, we believe every client deserves ongoing estate planning advice, and Vanilla helps our advisors develop the core skills that they need to have the right estate planning conversations with their clients.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
