Estate planning is complex. We enable advisors and attorneys to give clients a consistent, empowering estate planning experience through clear visuals, impactful educational content, and easy-to-use software. Help every client build their legacy with modern estate planning from Vanilla.

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Estate Planning Software for Advisors, Planners, and Attorneys

Modern, visual estate planning for every client

Estate planning is complex. We enable advisors and attorneys to give clients a consistent, empowering estate planning experience through clear visuals, impactful educational content, and easy-to-use software. Help every client build their legacy with modern estate planning from Vanilla.

Talk to Sales

Trusted by leaders in wealth management and estate planning

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Balentine is a customer of Vanilla
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How Vanilla can benefit you?

Give clients a holistic estate planning experience

Wealth Advisors

Deliver differentiated advice, deepen client relationships, and grow your business.

Vanilla for Advisors

Estate Planners

Support more advisors and extend quality estate planning to every client.

Vanilla for Planners

Attorneys

Turn complex structures into simple diagrams and harness real time scenario planning.

Vanilla for Attorneys

Enterprise

Scale your planning services to serve every client

Vanilla for Enterprises

The Vanilla Estate Advisory Platform

Support every client every step of the way

Built by advisors and planners, Vanilla is more than just a place to create trusts, wills, and estate planning documents. It’s the only end-to-end platform, to support clients at all wealth levels across their entire estate planning journey.

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Organize
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Assess client’s needs and current plan

Summarize existing estate plans with AI and integrate family and financial information.

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Visualize the plan with dynamic diagrams

Show how the estate plan works today. Project waterfalls and state and federal taxes into the future.

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Create estate plans in modern experience

Create modern trusts, pour-over wills, power-of-attorneys, and healthcare directives in a modern, attorney-supported experience.

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Strategize how to reach goals through scenario planning

Show the impact of additional planning by modeling out what-if scenarios.

Recognized as a leading wealth management and estate planning software platform

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WealthTech Americas
Best Newcomer/Startup
2023 Industry Awards

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Family Wealth Report
Winner Product Innovation
2022 Awards

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WealthManagement.com
Finalist, Specialized Planning
2023 Awards

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ThinkAdvisor
Finalist, Innovation
2023 LUMINARIES Awards

Integrations

Connect with the wealth management tools you already use

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Security

Enterprise grade security for every customer and client

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SOC2 Type II

Cloud Architecture

Cloud Architecture

Data Security

Data Security

Disaster Recovery

Disaster Recovery

External Security Assessments

External Security Assessments

Access Controls

Access Controls

Frequently Asked Questions

What is an estate planning software? And why do advisors need it?

Estate planning software helps financial advisors, lawyers, and individuals analyze existing estate plans, identify gaps, calculate potential federal and state estate tax liabilities, and create new planning documents such as trust, wills, power of attorney, and healthcare directives. It can automate many of the manual tasks involved in estate planning, such as drafting documents, calculating taxes and waterfalls, and building visualizations to explain how the plan works. 

Advisors need estate planning software because it can help them:

  • Provide better service to their clients by helping them create comprehensive and effective estate plans.
  • Understand their clients balance sheet and total net-worth.
  • Create a deeper connection to the client and their goals.
  • Retain assets by creating a connection with the second generation.

Estate planning software can help advisors educate clients about estate planning and build trust and rapport through using a modern, interactive experience.

Can Vanilla help with tax planning?

Yes, Vanilla can help with tax planning as part of its estate planning software. It can help advisors calculate the potential federal and state estate tax implications of each client’s current estate. 

How should I evaluate estate planning software?

Estate planning software should help users do four things – organize and visualize a family’s existing plan, strategize potential opportunities, offer online document creation, and create a collaborative online space for accessing current estate plans and documents. Estate planning software needs to account for complex fact patterns, multiple types of trust documents, state and federal tax laws, and have a robust reporting engine. 

Estate planning software also needs to be easy to use, integrated to other financial technology systems, secure, and offer best-in-class customer service.

How much does Vanilla’s estate planning software cost?

Vanilla’s estate planning software is available today for wealth management firms and law firms, priced based on each firm’s individual needs. Please contact sales for a custom quote. 

Resources

Stay current on the latest in trusts, wills, and estate planning

See All Resources
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

Feb 10, 2023

Why estate planning matters

Win new clients by downloading and sending this presentation to potential clients and prospects alike. It can help them understand why estate planning matters and how you, as their trusted advisor, can make the process as simple as possible by using Vanilla.

Guide

Vanilla

Aug 10, 2023

A guide to trusts for estate planning

Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This guide helps financial advisors and clients sort through the many different types of trusts to better understand what they might want to employ for their own estate strategies.

Guide

Vanilla

Apr 04, 2023

Vanilla sample report for taxable estates

With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.

Guide

Vanilla

Dec 07, 2022

A guide to gifting

Making lifetime gifts is one of the most common, tried-and-true strategies to reduce estate tax liability. We’ll walk you through the major types of charitable and non-charitable gifts that you might want to consider, as this year draws to an end.

Ready to deliver a whole new estate planning experience?