With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice.

Estate planning software for financial advisors

Deliver differentiated estate planning advice

With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice.

The benefits of estate planning for financial advisors

Make the complex simple

Develop tailored, multi-layered estate planning advice geared to each client’s individual needs.

Expand share of wallet

Get deeper with clients and add value by focusing on the most intimate planning, each client’s family legacy.

Connect to the next generation

Position yourself as the family advisor and open up new conversations with the next generation.

Win new clients

Our purpose-built estate planning software for financial advisors drives revenue growth by helping your team stand apart from the competition.

Key features for financial advisors

Vanilla Estate Plan Diagram

Quickly visualize the entire estate 

 Advisors can help their clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details about specific parts of the estate including assets, provisions, beneficiaries, and fiduciaries.

Offer on-demand estate plans 

Advisors can give clients a faster, easier way to get a revocable trust, pour-over will, power of attorney, and healthcare directive. Vanilla’s Document Builder gives clients a core plan and give their advisor a visual map of how that plan works. 

Create a living picture of a client’s assets 

See a high-level summary of your clients’ entire estate. The balance sheet shows how assets are titled, entity structure, and other information like life insurance so you can show the long-term value of estate and tax planning.

Opportunities

Discuss estate planning opportunities

Once your client’s estate is mapped out, it’s time to identify planning opportunities. Structure your advice to include everything from up-to-date items to reviewing beneficiary designations and potential tax saving strategies.

Seamlessly onboard your clients’ family and financial data  

Seamlessly onboard your clients’ family and financial data  

Sync Vanilla with the tools you already love or import data via CSV to quickly build out client profiles. With integrations to leading portfolio management software that updates daily, you can quickly and efficiently create a complete picture of your client’s estate on the Vanilla platform.

Branded Reports

Deliver custom branded reports for every client 

Advisors can send their clients a customizable report with their company’s branding that details the entire estate plan.

 

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Advisor Resources

Get estate planning advice and resources from Vanilla

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Guide

Vanilla

Feb 16, 2023

The Vanilla Estate Planning Playbook (updated for 2024)

A step-by-step checklist to guide your client conversations, updated for 2024. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.

Guide

Vanilla

Sep 19, 2022

Estate Planning: Advanced strategies

Tax planning for clients with taxable estates has always been complex. The best way to explain strategies is with diagrams, not documents. That’s why we’ve put together this deck of 10 diagrams to explain some of the advanced estate planning strategies and why anyone with $10M in assets should care about estate tax.

Blog

Simona Ondrejkova, CFP

Sep 26, 2023

A guide to estate tax planning for financial advisors

Beyond helping clients reduce capital gains taxes or income taxes, advisors are uniquely positioned to help clients preserve more of their wealth through proper estate tax planning. Imagine that just a few months after the unfortunate death of one of your clients, their surviving spouse or children find out they have to pay a large unexpected estate tax bill. What if this tax bill could’ve been avoided?  Taking advantage of estate tax planning tools like gifting, trusts, and the marital deduction can help clients achieve their unique goals, maximize tax savings, and reduce survivors’ financial stress. Here, you’ll learn how...

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