Deepen client relationships, grow AUM, and serve every client — from foundational plans to complex multi-generational estates — on the platform built for advisors.
Why Vanilla?
The only estate advisory platform that
Transform how you engage with
clients and prospects
Leverage AI-powered tools to win new clients, deepen existing relationships, and deliver planning experiences trusted by the industry’s leading firms — for clients at every wealth level.
1 • ESTATE HEALTH CHECK
Know where every client stands in minutes
Start every relationship right. A simple questionnaire reveals planning gaps, identifies opportunities, and converts insights into action across your entire book.
2 • VANILLA DOCUMENT BUILDER
Give every client an on-demand estate plan
Clients complete wills, revocable trusts, powers of attorney, and healthcare directives through a guided questionnaire, while you stay in the loop on their progress and get a visual map of how the plan works.
3 • INSTANT PLAN SUMMARIES
Generate custom plan summaries instantly
Upload existing documents and automatically generate plan summaries tailored to your firm’s preferences and key talking points — for any client, any complexity.
SERVICES + ECOSYSTEM STATS
The most trusted name in estate planning
32,000+
Client Profiles
The most widely adopted estate planning platform, trusted by thousands of advisors at firms of every size — from independent RIAs to the largest wealth management institutions in the country.
100+
ATTORNEY NETWORK
The largest attorney network in the space, with attorneys and legal professionals serving all 50 states. End-to-end support from drafting to funding with flat-fee pricing. Managed under one roof and built for advisors and their clients.
180+ Years
OF EXPERTISE
In-house abstraction services performed by a highly experienced T&E team with 100+ years of collective experience, plus 10+ hours of CE-eligible content through Vanilla Academy.
4 • INSTANT PLAN REVIEWS
Review existing estate plans in minutes
Upload client documents to quickly analyze key plan components and identify potential issues worth discussing, whether it’s a simple will or a multi-trust structure.
5 • CLIENT DELIVERABLES
Create premium client deliverables tailored to your firm
Impress prospects and clients with visually compelling plan summaries featuring your firm’s custom colors and branding.
6 • SCENARIO MODELING
Explore strategies to demonstrate planning impact
Model GRATs, SLATs, ILITs, and charitable strategies in minutes. Show real outcomes, compare approaches side-by-side, and win planning engagements in your first meeting.
7 • INSIGHT GENERATION
Proactively surface opportunities across your book
AI-powered engagement opportunities trained on 180 years of T&E experience — from basic maintenance like asset titling to advanced tax strategies — so you’re always leading the conversation.
“Vanilla helps us create outstanding estate plan reviews that our clients can see and understand. And the platform helps us engage clients in ongoing conversations around their legacy.”
Michael Rossi, CFP®
Financial Advisor
Vanilla for Advisors
The most widely adopted estate platform for advisory firms
Vanilla supports advisors at independent RIAs, broker-dealers, and enterprise wealth management firms — helping every type of practice deliver estate planning at scale.
Built to create consistency across advisor teams, whether you’re a solo practitioner or a central planning team supporting hundreds of advisors.
Support clients from foundational wills and trusts to complex multi-entity, multi-generational estates — without switching tools.
V/AI streamlines plan summaries, document reviews, and data extraction, so advisors spend less time on paperwork and more time with their clients.
Security + Compliance
Trusted by leading wealth management firms with the highest levels of security
Enterprise Grade Security
Best in class security and capabilities, such as data encryption (AES-256), multi-factor authentication (MFA), single-sign-on (SSO), and audit capabilities. SOC 2 Compliant.
Continuous Monitoring + Detection
Real-time monitoring and AI-powered threat detection safeguard against evolving cyber threats. Multiple layers of defense including perimeter protection, network isolation, and access control.
Regular Audits + Compliance
Independent third-party audits to validate adherence to stringent security standards. Regular testing for vulnerabilities through penetration testing.
And so much more.
See how Vanilla helps advisors serve every client, win new business, and build the practice clients never leave.
