Estate planning software for financial advisors

Deliver standout estate planning advice

With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing standout estate planning advice.

Grow and future-proof your wealth management practice.

Simplify Estate Planning

Estate planning can feel overwhelming. Vanilla helps you offer tailored, easy-to-understand plans that fit each client’s unique needs.

Increase AUM Effortlessly

Estate planning isn’t just another service – advisors using Vanilla have increased their AUM by up to 50%.

Secure Lasting Relationships

Vanilla helps you build lasting relationships with the next generation, ensuring you’re a trusted advisor for years to come.

Standout, Attract More Clients

Vanilla’s estate planning platform gives you an edge, helping attract new clients and grow your practice.

Trusted by advisors across wealth management

Offer on-demand estate plans

Give clients a modern way to get a basic or advanced planning document and keep them up to date with Vanilla Document Builder. Learn more.

Offer comprehensive, visual estate planning advice

Help clients and their loved ones actually understand their estate plan with family, financial, and estate information all in one place. See how.

Help your client protect their legacy now and in the future

Project a client’s wealth and potential tax liability and model planning scenarios to help mitigate their taxable estate. See how it works.

Everything a wealth advisor needs to deliver end-to-end estate planning advice

Estate Health Check

Expedite client intake

Rapidly assess your client’s estate planning needs or build relationships with prospects with the Estate Health Check. Customized results and helpful content suggest next steps.

Plan Creation

Offer on-demand estate plans

Advisors can give clients a faster, easier way to get a revocable trust, pour-over will, power of attorney, and healthcare directive. Vanilla’s Document Builder gives clients a core plan and gives their advisor a visual map of how that plan works.

Estate Diagrams

Quickly visualize the entire estate

Advisors can help their clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details about specific parts of the estate including assets, provisions, beneficiaries, and fiduciaries.

Integrated Balance Sheet

Create a living picture of a client’s assets

See a detailed summary of your clients’ entire estate. The balance sheet shows how assets are titled, entity structure, and other information like life insurance so you can show the long-term value of estate and tax planning.

Branded Client Deliverables

Delight clients with a comprehensive, branded, and downloadable report

Advisors can easily customize and build reports to send their clients the details of their estate plans. Select which details are relevant for each client.

“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