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. 

Estate planning software for estate strategists

Simplify the estate planning process

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. 

How Vanilla helps wealth and estate strategists

Simplify-estate-planning

Simplify estate reviews

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

Eliminate manual 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 documents

Visualize estate documents

Create modern and comprehensive diagrams, estate maps, and visualizations from complex estate documents.

Create efficient teams

Create efficient teams

Standardize your offering and reduce processing time with templates purpose built for estate planning teams.

Key features for estate strategists

Estate builder

On-demand PDF reports

Estate tax calculations

Estate review manager

Enhance productivity

Enhance productivity by quickly abstracting key information

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.

On-demand PDF reports

Save time creating reports with a detailed PDF

Give your advisors a branded client deliverable that ensures every planner’s work results in a clean, easy-to-consume, modern estate report.

Estate tax calculations

Comprehend estimated federal and state estate tax liability

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.

Estate review manager

Manage team workload

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

Learn how Vanilla can add value for wealth and estate strategists

See All Resources
Estate Planning Checklist Everything Your Clients’ Documents Should Cover for 2021, According to Our Legal Expert Blog

Vanilla

Jan 24, 2023

Estate Planning Checklist: Everything your clients’ documents should cover, according to our legal...

If something should happen to your clients, regardless of their age or income, it’s crucial that they have a plan for their financial assets. As their financial advisor, you’re in the best position to keep your clients on task so they can reach their goals and ensure their families are taken care of. But between a myriad of documents, individual state requirements, and shifting federal estate tax laws, it’s no wonder the estate planning process can be overwhelming for financial advisors and their clients. That’s why we’ve created this easy-to-follow estate planning checklist. We’ll give you clear insights into a...

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.

Estate Planning Demystified How We're Using Design to Create a Better Estate Management Process Blog

Vanilla

Dec 21, 2020

Estate Planning Demystified: How we’re using design to create a better estate management...

An estate plan is the story of someone’s legacy. But for advisors and clients alike, that story is hidden under layers of arcane legal mumbo-jumbo. At Vanilla, we’re using visual design to cut through complicated legalese and illustrate the crucial details of estate plans. We call this simplified, diagrammed approach to estate management “estate reporting.” Using our design studio roots to reimagine estate planning We see many of the broken processes in estate planning as design problems. Most of our founding team have strong graphic design backgrounds, so we approach problem-solving in a more visual way. As designers, our process...

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