New Customer Resources

Deliver estate planning with confidence

Get the most out of Vanilla with training sessions and additional resources below.

Training Sessions

Join our weekly webinars to get started with Vanilla.

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

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

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

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

Open Q&A for all new users

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.
Log in or sign up

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

If your main priority is to leverage Vanilla to prospect, start with Quickstart Vanilla for Business Growth. If your main priority is to leverage Vanilla to deepen existing client relationships, start with Quickstart Vanilla for Client Retention. Generally, you want to start with the Quickstart courses before moving on to the Advanced courses. Advanced Modeling of Existing Plans is the only course that’s only helpful to a subset of user licenses – Planner & Expert Advisor – as it focuses on our Estate Builder tool, which other users don’t have access to.

Feel free to register for a session even if you cannot attend live. We will send the recording to all registrants. You may also log into Vanilla Academy to access on-demand training videos.

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.

Yes, we will record the training session that you attend and send a recording to all registrants of the training session after the meeting.

Contact support