With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.

Estate planning software for attorneys

Delight clients with clear, actionable advice

With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.

How Vanilla helps trust and estate attorneys

Simplify estate summaries

Quickly produce detailed estate plan visualizations from client documents with guided templates and workflows.

Automate flow charts

Replace PowerPoint and spreadsheets with software that creates estate tax estimates, asset distribution totals, and client reports, all in one place.

Strategize planning opportunities

Illustrate the potential impact of additional planning strategies and help clients prepare for the future.

Create efficiencies

Expedite client intake and standardize your offering with templates purpose built for estate planning.

Key features for attorneys and paralegals

Automatically create estate plan visualizations

Build dynamic visuals of estate plans that are fully integrated with financial and family data.
Leverage Vanilla’s AI engine to read and abstract key details from existing plans.

Quickly visualize a client’s entire estate

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

Model estimated federal and state estate tax liability

Ensure your clients understand the impact of estate taxes on their plans. Get estimates of potential federal and state estate tax liability.

Model advanced planning strategies

Show multiple estate planning scenarios now and in the future to illustrate the impact of planning.

Expedite client intake

Set up a comprehensive client profile with Collaborative Onboarding and rapidly assess your client’s needs with the Estate Health Check.

Deliver custom branded reports for every client

Create a customizable report with your firm’s branding that details the entire estate plan.

Resources for estate planning attorneys

Learn how Vanilla can add value for estate planning attorneys

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Guide

Vanilla

Apr 04, 2023

Vanilla sample report for taxable estates

With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.

Blog

Vanilla

Apr 07, 2023

Communicating Between the Lines: Using Letters of Wishes to Guide Trustees

When it comes to estate planning, there’s no substitute for having the right core legal documents drafted, and ensuring they align with your clients’ wishes. But no matter how carefully estate planning documents are drafted, it’s impossible to anticipate every eventuality – and, the truth is, life often moves faster than clients do when it comes to updating their documents. One great way to bolster an estate plan against the unexpected, and to help trustees make decisions in accord with client expectations, is through letters of wishes. What is a letter of wishes? A letter of wishes is simply a...

Blog

Simona Ondrejkova, CFP

Oct 09, 2023

A Guide to Estate Planning for Individuals with Special Needs

Estate planning for clients who have adults or children with special needs in their lives can be complex. Unlike traditional estate planning, special needs estate planning requires paying careful attention to the individual with special needs’ eligibility for government benefits. This is in addition to skillfully leveraging assets to most effectively attend to their unique health and wellness needs. Imagine that one of your clients is a family with three adult children, all living in different states. The two younger brothers have established their own families and are financially comfortable. But their oldest sister is living with muscular dystrophy and...

outdated estate planning practices Blog

Vanilla

Aug 24, 2020

How outdated estate planning practices can cost you and your clients

Estate planning is evolving. In a shifting landscape, financial advisors need to demonstrate value to their clients. One of the best ways to help your clients is to educate them about the risks of outdated estate planning documents, which, if left unchecked, can lead to serious consequences for them and their families. Of course, the estate planning process itself is somewhat outdated. Financial advisors often have no visibility into the conversations clients are having with third-party attorneys, creating an opaque, disconnected system with many moving parts. It’s difficult for financial advisors to offer the best advice when they can’t see...

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