Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.
With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.
Vanilla adds incredible value to client planning conversations. It helps us remain proactive and prepare clients for the future.
Dana Foley
Founder & Partner, Accelerant Law
Quickly produce detailed estate plan visualizations from client documents with guided templates and workflows.
Replace PowerPoint and spreadsheets with software that creates estate tax estimates, asset distribution totals, and client reports, all in one place.
Illustrate the potential impact of additional planning strategies and help clients prepare for the future.
Expedite client intake and standardize your offering with templates purpose built for estate planning.
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.
Attorneys can help clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details including assets, provisions, beneficiaries, and fiduciaries.
Ensure your clients understand the impact of estate taxes on their plans. Get estimates of potential federal and state estate tax liability.
Show multiple estate planning scenarios now and in the future to illustrate the impact of planning.
Set up a comprehensive client profile with Collaborative Onboarding and rapidly assess your client’s needs with the Estate Health Check.
Create a customizable report with your firm’s branding that details the entire estate plan.
My clients love seeing distributions change in Vanilla as we visualize and talk through "what-if" scenarios, such as adding in a SLAT.
Kevin Donovan JD
Partner, Founder, The Art of Planning
Resources for estate planning attorneys
Guide
Vanilla
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Apr 04, 2023
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
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Apr 07, 2023
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
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Oct 09, 2023
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...
Blog
Vanilla
•
Aug 24, 2020
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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