ESTATE HEALTH CHECK
Know where every client stands—what’s in place, what’s missing, and what needs attention. A simple questionnaire reveals planning gaps, identifies your best opportunities, and converts insights into actions.
Understand your clients complete balance sheet
Assess insurance and liquidity needs
Get a clear view of planning gaps and opportunities
1 • Convert discovery
Convert discovery into planning relationships faster
Identify high-value opportunities without requesting documents or extensive preparation. Built-in client education positions you as their proactive guide from the first interaction, turning discovery into engaged planning relationships faster.
2 • Instant clarity
Instant clarity on where to focus your planning conversations
Color-coded results surface the most pressing needs first like missing documents, tax exposure, liquidity concerns. Get at least three priority discussion topics with direct links to calculators and educational content, so you walk into every conversation prepared with personalized talking points.
3 • Proactive check-ins
Proactive check-ins that strengthen relationships over time
Use Estate Health Check for new client onboarding or periodic reviews across your book. Uncover life changes, identify evolving needs, and create regular touchpoints that demonstrate ongoing value—building relationships that last generations.
Vanilla gives us a comprehensive view of our clients’ financial picture with their family, financial and estate information, all in one place.
Arielle Lederman
Senior Advisor, AdvicePeriod
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