Adapt plans as wealth expands and families grow—new children, grandchildren, business exits
Proactively surface opportunities across their entire financial picture
Forecast tax implications as wealth grows and regulations change
Engage the next generation and secure multi-generational relationships
1 • Create reports
Create reports that make complex planning clear and actionable
Start with strong foundations, adequate liquidity, quality documents, and clear beneficiary structures. As wealth grows, layer in tax-efficient strategies: charitable planning, trust structures, and state tax optimization. Model how plans adapt to life events like business sales, relocations, or family changes—ensuring your clients are prepared at every stage.
2 • Visual reports
Visual reports that demonstrate your sophistication
Turn complex estate structures into clear, compelling visuals that clients actually understand. Show asset flow, tax implications, and beneficiary outcomes with professional reports that make you stand out from advisors still using spreadsheets.
3 • AI-powered
AI-powered insights across their complete picture
V/AI synthesizes balance sheets, documents, and estate diagrams together—automatically identifying planning opportunities across the entire financial picture. Get proactive recommendations that help you stay ahead of client needs as their wealth and circumstances evolve.
Using vanilla as a tool has allowed us to elevate our estate planning offering, helping us not only to stay competitive in the industry but also pull ahead as a thought leader.
Deirdre McGuire
Wealth Advisor, GHP Investment Advisors
How Advisors Are Moving Upmarket by Redefining Value
Industry data reveals the strategies behind revenue growth in wealth management—and why the most productive advisors serve fewer clients, not more. On November 13th, Vanilla...
4 Lessons from Steve Lockshin’s Estate Planning Playbook
As an advisor, you probably know how rare it is to retain AUM after the death of the primary wealthholder. You may also know that...
Unlocking Scale: How Matter Family Office Streamlines Estate Planning with Vanilla + eMoney
Vanilla recently announced our integration with eMoney, empowering financial advisors to streamline their estate planning workflows like never before. Matter Family Office, a nationally recognized...
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
