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.
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.
“Vanilla helps us create outstanding estate plan reviews that our clients can see and understand. And the platform helps us engage clients in ongoing conversations around their legacy.”
Michael Rossi, CFP®
Financial Advisor
Develop tailored, multi-layered estate planning advice geared to each client’s individual needs.
Get deeper with clients and add value by focusing on the most intimate planning, each client’s family legacy.
Position yourself as the family advisor and open up new conversations with the next generation.
Our purpose-built estate planning software for financial advisors drives revenue growth by helping your team stand apart from the competition.
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.
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.
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.
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.
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.
Advisors can send their clients a customizable report with their company’s branding that details the entire estate plan.
.
Advisor Resources
Guide
Vanilla
•
Feb 16, 2023
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
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
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...
Ready to get started?
Talk to our sales team today.
