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Deliver estate planning with confidence

Get the most out of Vanilla with live training sessions, on-demand videos, and additional estate planning resources below.

Live Training Sessions

Join our weekly live webinars to get started with Vanilla.

Learn basic navigation, how to access resources, and how to create a client profile.

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Learn how to build a Family Tree & Balance Sheet, as well as how to initiate a document abstraction.

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This training is for users with Planner, Expert Advisor, or Attorney licenses with access to Estate Builder only. Learn how to build Estate Plan Diagrams & leverage V/AI to gain efficiency.

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Learn how to polish and present the Estate Plan, as well as explore Scenarios for plan optimization.

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Open Q&A for all new users

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On-demand Training Videos

Can’t make it to a live training session? Watch our on-demand videos to get started with Vanilla.

Learn basic navigation, how to access resources, and more by clicking the video links below.

Admin Settings: How to customize the Vanilla experience for Admin users only (not all users have Admin access) Watch now

Admin User Management: How to manage Groups & Users for Admin users only Watch now

Basic Navigation: How to get started with Vanilla & access resources for all users Watch now

Prospecting with the Estate Health Check: How to leverage the Estate Health Check to initiate a conversation Watch now

New Document Creation with Document Builder: How to leverage Document Builder to help clients create new Estate Planning documents Watch now

V/AI Estate Summary: How to leverage V/AI to quickly summarize Estate Planning documents Watch now

Guided Onboarding: How to create an initial client profile Watch now

Learn how to add more detail to the client profile.

Creating a Family Tree: How to create a Family Tree Watch now

Creating a Balance Sheet: How to create a Balance Sheet manually or leveraging integrations Watch now

Document Abstraction Initiation: How to upload existing Estate Planning documents and initiate a deeper, human-led abstraction Watch now

This training is for users with Planner, Expert Advisor, or Attorney licenses with access to Estate Builder only. Learn how to build Estate Plan Diagrams & leverage V/AI to gain efficiency.

Estate Builder: How to conduct a human-led document abstraction manually or leveraging V/AI for efficiency Watch now

Try out these tools to help you deliver a better client experience.

Presenting the Estate Plan: How to customize, navigate, and present the Estate Plan to a client Watch now

Scenarios & Calculators: How to model hypothetical planning strategies Watch now

Additional Resources

Discover more resources below to help you facilitate a modern estate planning experience.

Vanilla Academy

Explore CFP Board-eligible CE courses on estate planning, Vanilla tutorials, and more.
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Knowledge Base

Find how-to articles, videos, tutorials, and more to help you get the most out of Vanilla (Vanilla login required).
Learn more

Contact Support

Please direct any questions or technical issues to our Customer Care team.
Get in touch

Marketing Toolkit

A selection of social posts, emails, and client-facing assets to use to engage clients and grow your business.
Download

Training Sessions FAQs

All users can benefit from Steps 1, 2, 3, & Open Office Hours. Step 2b is only for users with Planner, Expert Advisor, or Attorney licenses with access to Estate Builder. If you outsource human-led document abstractions to the Vanilla Abstraction Team or if you send those requests to your own internal planning team, this training is not for you.

Explore the on-demand training videos. They align with the content covered in the live sessions.

Absolutely! These training sessions can be extremely helpful to refresh your Vanilla knowledge or show how functionality may have changed since your last training session.

We have a team of Customer Onboarding & Success Managers who rotate leading the training sessions. If you have a question, please reach out to our Customer Care Team at help@justvanilla.com.

Contact support