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.
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.
Vanilla helps our advisors have the right estate planning conversations with their clients. Vanilla has completely changed the narrative.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Quickly produce detailed estate plan summaries from client documents with guided templates and workflows.
Remove PowerPoint templates and Excel spreadsheets with software that helps model estate taxation, beneficiary distribution totals, and client reports, all in one place.
Create modern and comprehensive diagrams, estate maps, and visualizations from complex estate documents.
Standardize your offering and reduce processing time with templates purpose built for estate planning teams.
Abstract critical elements from estate documents into Vanilla in a few clicks. Easily create powerful visualizations and calculations for a full picture of your client’s estate.
Give your advisors a branded client deliverable that ensures every planner’s work results in a clean, easy-to-consume, modern estate report.
Leverage our estate planning software to ensure your clients understand the impact of estate taxes on their plans. Get estimates of potential federal and state estate tax liability.
Easily track the status of the team’s outstanding, in progress, and completed estate reviews Seamlessly assign reviews to other members of the team for a streamlined estate planning process.
“It now takes us approximately ⅓ of the amount of time previously needed to input the information needed to conduct a thorough estate review for each client.”
Sean Hennessee
Senior Vice President
Resources for wealth and estate strategists
Guide
Vanilla
•
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.
Guide
Vanilla
•
Jan 10, 2024
Not all estate planning software is created equal. Find out what to look for to ensure the estate planning software you’re considering meets your needs.
Webinar
Vanilla
•
Apr 26, 2024
A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.
Ready to get started?
Talk to our sales team today.
