Estate Planning for Every Client: How Top Advisors 
Serve the Full Wealth Spectrum

For too long, estate planning has been reserved for the wealthiest clients on the roster, not because advisors don’t care, but because the tools haven’t made it practical to serve everyone well. That’s the problem Vanilla set out to solve.

“Estate Planning for Every Client” is a guide for advisors who want to show up for their full book of business, not just the top tier. It walks through what each client segment actually needs:

• Mass affluent clients need a starting point. Foundational documents, clear guidance, and a modern experience that makes estate planning feel accessible rather than intimidating.
• High-net-worth clients need a second look. Most already have plans, but those plans are often incomplete, outdated, or misaligned with where their wealth stands today.
• Ultra-high-net-worth clients need a trusted partner. The stakes are high, the structures are complex, and the margin for error is slim.

All clients deserve quality estate planning. Get the guide to see how advisors using Vanilla expand their service offering.