Discover planning gaps across your client base instantly
Deliver professional documents clients can complete on their timeline
Uncover planning opportunities in every conversation
Build referrable relationships that extend to the next generation
1 • Documents
Give clients essential documents while staying central to every plan
Scale professional estate planning across every client. With Document Builder, you can deliver wills, trusts, and essential documents while staying central to the process—uncovering assets and details that reveal their complete financial picture.
2 • Discover
See which clients need help most, in minutes
Discover planning gaps across your entire book instantly. Identify which clients are vulnerable, start proactive conversations, and demonstrate value beyond portfolio management—all without requesting documents through Estate Health Check.
3 • Review
Review documents instantly and identify planning opportunities
Analyze documents instantly, whether clients have existing plans or you’re reviewing new ones with V/AI. Quickly understand what’s in place, identify gaps, and create opportunities for deeper planning conversations.
Vanilla helps us create outstanding estate plan reviews that our clients can see and understand. And the platform helps us engage clients in ongoing conversations around their legacy.
Michael Rossi, CFP®
Financial Advisor
A guide to charitable gifting (Brandable PowerPoint)
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...
A guide to gifting (Brandable PowerPoint)
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...
A guide to non-charitable gifting (Brandable PowerPoint)
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 non-charitable...
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
