Vanilla is the only approved estate planning platform for Hightower advisors.
For today’s clients, estate planning is no longer a value add; it’s a non-negotiable element of a comprehensive wealth management strategy. Vanilla enables you to offer estate planning at scale across the wealth spectrum.
3X
business growth rate for heavy users
50+
Hightower teams already using Vanilla
Minutes
not weeks, to create estate diagrams
How it Works
Vanilla is the only estate planning software approved for use by Hightower advisor teams. Getting started is simple. We provide personalized demonstrations and onboarding takes days, not weeks, and you can create your first estate diagram as soon as you’re up and running.
Deliver more value to clients while implementing a powerful growth strategy for your team and your firm.
How Other Advisors Are Winning with Vanilla
Use Vanilla to:
Convert Prospects: Estate Health Check creates immediate value and engagement opportunities that convert prospects into comprehensive planning relationships.
Build Visual Plans: In just minutes, create stunning, highly visual estate plans that engage clients.
Grow Relationships: Secure long-lasting next-generation relationships and avoid the 80% advisor change rate during wealth transfers.
Your colleagues are already using Vanilla to transform their practice. Now it’s your turn.
