Key Features
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Vanilla helps in-house wealth planners and estate strategists simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents.
Vanilla helps in-house wealth planners and estate strategists simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents.
"Since adopting Vanilla, our wealth planning analysts have been able to streamline many manual tasks with a more enjoyable, engaging experience. Vanilla does a lot of the heavy lifting to quickly visualize a summary that is intuitive for the advisor and their client.”
ALI SWART, CFP®
Partner and Managing Director - 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.
Resources for wealth and estate strategists
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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Dec 02, 2020
With more young adults living with their parents now since the Great Depression, families with college-age children need questions answered about where parents’ legal rights begin and end. As a financial advisor, you should be ready to answer the questions your clients have, such as “how do I get a medical power of attorney?” and connect them with the documents they and their adult children need to protect their families. This concise guide will help you point your clients in the right direction. “What are the legal realities of my child turning 18?” When a young adult turns 18,...
Blog
Vanilla
•
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...
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