Estate planning document creation
Intuitive Document Creation
Enable your clients to create essential estate planning documents with a simple, self-guided questionnaire.
Flexible and Sophisticated Options
Offer non-standard document options like QTIP marital trusts, age-based distributions, and perpetual pot trusts to meet diverse client needs.
Seamless Integration
Fully integrated with the Vanilla Estate Advisory Platform, advisors can manage the complete estate planning lifecycle and visualize their clients’ plans dynamically.
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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
