Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Standardize estate reviews
Quickly produce detailed estate plan summaries from client documents with guided templates and workflows.
Eliminate manual workflows
Remove PowerPoint templates and Excel spreadsheets with software that helps model estate taxation, beneficiary distribution totals, and client reports, all in one place.
Visualize estate plans
Create modern and comprehensive diagrams, estate maps, and visualizations from complex estate documents.
Create efficient teams
Standardize your offering and reduce processing time with templates purpose built for estate planning teams.
Get hours back in your day with V/AI, Vanilla’s AI engine. V/AI will read your clients documents, summarize them, and instantly create a draft estate profile for you. All you have to do is review the output, make any adjustments, and create a branded client deliverable.
With Vanilla Estate Builder, easily turn documents into diagrams, create custom provision notes, and provide visual advice to your clients.
Advisors and planners who leverage Vanilla Estate Builder can save hours finding key provisions and quickly create estate visualizations for hundreds of fact patterns.
When you need an extra hand, our in-house team of experts will handle the document abstraction for you with Vanilla Abstraction Services.
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.
Save time during onboarding by inviting your client to collaborate in building out their complete profile. Easily review the family, financial, or estate information they provide.
Save hours in your day by letting Vanilla’s team of professionals review and transform your estate documents into clear and simple visuals.
Build a summary of your client’s total wealth, specific details about assets by ownership, what’s inside versus outside the taxable estate, what’s liquid vs illiquid, detailed estate plan diagrams and the total estimated estate tax.
Integrations with performance management systems and CSV imports with popular tools like eMoney (coming soon) eliminate manual entry and make it easy to bring in financial account data.
“V/AI has been a huge productivity boost for our planners using Vanilla Estate Builder. With the new V/AI Automatic Profiles, we are excited about how we can scale our estate planning conversations across every advisor.”
Julie Olander, CFP, CTFA, AAMS
Senior Wealth Planner
