Estate planning is complex. Our complete estate planning solution demystifies the process, with powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation. We help advisors, planners, and attorneys delight clients and win new ones with a better estate planning experience.
Estate planning is complex. Our complete estate planning solution demystifies the process, with powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation. We help advisors, planners, and attorneys delight clients and win new ones with a better estate planning experience.
ESTATE PLANNING SOFTWARE FOR FINANCIAL ADVISORS, PLANNERS AND ATTORNEYS
Deliver differentiated advice, deepen client relationships, and grow your business.
Support more advisors and extend quality estate planning to every client.
Turn complex structures into simple diagrams and harness real time scenario planning.
Scale your planning services to serve every client
Vanilla helps our advisors have the right estate planning conversations with their clients. Vanilla has completely changed the narrative.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
The Vanilla Estate Advisory Platform
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.
Assess client needs
Family, financial, and estate information all in one place to assess health of client's estate.
Visualize how the plan works
Advise on how the estate plan works and if it matches client's intentions and wishes.
Create estate plans on-demand
Offer modern trusts, pour-over wills, power-of-attorneys, and healthcare directives.
Strategize and optimize tax planning
Show the impact of additional planning by modeling out what-if scenarios.
WealthTech Americas
Best Newcomer/Startup
2023 Industry Awards
Family Wealth Report
Winner Product Innovation
2022 Awards
WealthManagement.com
Finalist, Specialized Planning
2023 Awards
ThinkAdvisor
Finalist, Innovation
2023 LUMINARIES Awards
Integrations
SOC2 Type II
Cloud Architecture
Data Security
Disaster Recovery
External Security Assessments
Access Controls
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:
Estate planning software can help advisors educate clients about estate planning and build trust and rapport through using a modern, interactive experience.
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.
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.
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.
Estate planning can be complex. The right estate planning software will simplify the process for the advisor, attorney, and client. It will streamline onboarding and turn dense documents and legalese into easy-to-understand diagrams. Estate planning software can help with estate strategy and scenario planning and even create legal documents. To better understand how to evaluate estate planning software, download our buyer’s guide.
Vanilla is used by many attorneys. It helps streamline client onboarding and shows clients how even complex estate plans work with easy-to-understand visualizations. The Vanilla platform also enables attorneys to play out how various legal and financial instruments will impact an estate plan in the future.
Yes – Vanilla turns dense legal documents and estate strategies into easy-to-understand, interactive diagrams. These visualizations help clarify the plan for the advisor and client alike. See how trusts are structured, how assets flow on first and second death, and more. See how Vanilla can visualize your client’s estate plan.
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
•
Feb 10, 2023
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
•
Jan 10, 2024
Not all estate planning software is created equal. Find out what to look for to ensure the estate planning software you’re considering meets your needs.
Guide
Vanilla
•
Aug 10, 2023
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
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
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.
