Vanilla’s enterprise-grade estate planning solution enables the largest institutions and banks to standardize workflows, reduce risk, and deliver a consistent experience across every advisor, team and household.
Vanilla standardizes the estate planning process from end-to-end, so every advisor can deliver the same high quality experience for any client or household.
Client-led intake
Clients complete a guided process that captures existing documents and planning needs.
Structured advisor review
Advisors leverage defined workflows and attorney-built templates to identify opportunities and gaps.
Compliant outputs
Every deliverable meets the highest regulatory standards in the industry.
Go from liability to competitive advantage
Advisors using different templates and different processes to deliver estate planning guidance create potential oversight and exposure. Vanilla eliminates variability so you can meet the needs of every client.
Leading institutions are reimagining how estate planning is delivered. Vanilla integrates into existing workflows without disruption and scales as advisory teams grow to meet the needs of every client.
Scale estate planning across your team. Schedule a call with our team today to see how Vanilla fits into your existing infrastructure.
