Scale estate planning without adding headcount

Vanilla gives your entire advisor network a fast, practical entry into estate planning, with no steep learning curve and no estate expertise required. Advisors can deliver repeatable document creation workflows and more in minutes. Available in all 50 states.

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The fastest path to estate planning adoption

Help every client get a complete estate plan in days, not months.

Standardize estate planning

across your entire advisor network.

Build confidence

for every advisor leading estate planning conversations.

Best-in-class estate documents

for clients across the entire wealth spectrum.

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Creating quality estate documents with Vanilla is simple

Invite clients to Vanilla’s secure platform to get started. Self-guided questions help your client determine the right documents and structure, and if needed, Vanilla’s Attorney Network is available for more complex scenarios. As the advisor, keep track of progress at every step.

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Why top advisory firms choose Vanilla

Institutions want estate planning solutions that scale, all without creating more work or adding headcount. Vanilla helps firms of all sizes do exactly that.

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Every client deserves quality estate planning. Vanilla makes it possible.

Deliver a consistent, high quality estate planning experience for all of your clients. Schedule a call with our team today to see how it works.