Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Estate planning is complex – both for professionals and their clients. Our complete estate planning solution demystifies the process, helping visualize, model, and create new plans. We help advisors, planners, and attorneys delight customers with a better estate planning experience.
Estate planning is complex – both for professionals and their clients. Our complete estate planning solution demystifies the process, helping visualize, model, and create new plans. We help advisors, planners, and attorneys delight customers with a better estate planning experience.
How Vanilla Helps Advisors & Estate Planners
Turn dense documents into clear and simple visuals that uncover planning gaps.
Deliver differentiated advice with estate analysis and strategies.
Turn estate planning into a repeatable offering for every client.
Retain assets across generations and win new clients to grow your book of business
Our estate planning software
Built by advisors for advisors, Vanilla is more than just a place to create trusts, wills, and estate planning documents. It’s built for powering the most important advice you can give your clients — how to craft and manage their legacy.
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. Our Basic Trust Package, which includes a revocable trust, pour-over will, power of attorney, healthcare directive, and certification of trust will be available in the fall of 2023 for a soon to be announced price, paid directly by the client.
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.
