DOCUMENT BUILDER
Clients complete wills, trusts, and essential documents through guided questionnaires—while you uncover assets and planning details that deepen your understanding of their complete financial picture.
State-specific templates for all 50 states—automatically tailored to local laws and requirements wherever your clients live.
One firm managing 100+ attorneys nationwide. Handle basic retitling or advanced planning with the same quality standards and predictable flat fees.
Create complete estate planning documents in a fraction of the time—without sacrificing quality or customization.
1 • Quality
Quality you can trust
Every Vanilla Document Builder template is designed by elite estate planning attorneys and tailored to state-specific requirements. Deliver institutional-quality documents to every client, from mass affluent to high-net-worth—without the traditional cost or complexity of working directly with attorneys.
2 • End-to-end solution
End-to-end solution with flexible attorney access
Guided questionnaires, professional printing and shipping, execution-ready documents—every detail handled. When clients need additional expertise, connect them to the Vanilla Attorney Network: one centrally managed firm (not a disparate network) with 100+ attorneys across all 50 states, flat-fee pricing, and consistent quality control.
3 • Stay central
Stay central to every client’s plan
Track client progress in real-time, review questionnaire answers and document drafts, and receive estate diagrams that integrate directly into Vanilla. When documents are complete, those visual diagrams become the foundation for ongoing conversations—turning document creation into deeper relationships.
Vanilla makes it easy for my clients to create estate documents while giving me a complete platform to manage ongoing estate advisor conversations.
Dana Foley
Founder & Partner, Accelerant Law
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