onboard and organize estate plans

Vanilla organizes family, financial, and estate information, creating a complete picture of your clients’ estate plans.


Easily organize estate plans

Vanilla organizes family, financial, and estate information, creating a complete picture of your clients’ estate plans.

how it works

Turn estate planning documents into beautiful estate plan visualizations

Get started by adding your clients to Vanilla.

Get started by adding your clients to Vanilla.

Add key information about the family

Add key information about the family.

Build a balance sheet with integrations

Build your clients' financial balance sheet.

Upload estate planning documents

Upload estate planning documents.

Create Estate Plan diagrams

Create diagrams or let us do the work for you!

View the completed Client Profile

View the completed Client Profile.

Key features for organizing estate plans

Turn documents into interactive diagrams

Build estate visualizations faster using pre-built fact patterns, custom flows, and our proprietary artificial intelligence engine, VAI™.

Data entry done for you

Save hours in your day by letting our team of professionals review and transform your estate documents into clear and simple visuals.

Team Workflows

Scale estate reviews across your team

Assign estate reviews to your estate planning team or send them to Vanilla for additional flexibility.

Unlock your clients’ entire financial picture

Build a summary of your client’s total wealth, specific details about assets by ownership, what’s inside versus outside the taxable estate, what’s liquid vs illiquid, detailed estate plan diagrams and the total estimated estate tax.

A quicker way to gather client information

Integrations with performance management systems and CSV imports eliminate manual entry and make it easy to bring in financial account data.

Collaborative Onboarding

An easy way to create a client profile

Set up the client profile more quickly by pre-filling the family, financial and estate information and then sending it to your clients to fill in the rest.  Track progress of their status through the advisor dashboard. 


Create seamless onboarding with integrations

See how integrations with some of the leading wealth management tools speed up client onboarding into Vanilla.

Daily automatic sync with portfolio management tools ensure all integrated information is up-to-date within the client’s financial and estate plan.

Need help with an Integration?

Talk to Sales

Discover more ways to use Vanilla

Visualize estate plans icon

Visualize estate plans

Simplify planning with powerful visualizations

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Strategize planning opportunities

Illustrate the impact of planning

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Create estate planning documents

Ensure end-of-life planning with the necessary estate information and documents.

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Frequently asked questions

What estate planning documents are required to create a client profile on Vanilla?

At a minimum, we recommend that you onboard clients who have dispositive documents (revocable trust and/or will).  If your clients do not have these documents, you can invite them to consider using Vanilla Document Builder to create core documents (revocable trust, pour-over will, health care directives, and power of attorney) they may need, and that information will seamlessly integrate into Vanilla.

Besides estate planning documents, what other information is required to onboard a client?

In order to create the most robust profile that provides a complete picture of your client’s estate, you need to provide the family information, financial data, and estate planning documents.  Financial information includes bank accounts, stock portfolios, real estate, brokerage accounts, personal property (i.e. art and car collections), and retirement accounts.  With this information, Vanilla will be able to create the dynamic visualizations of the estate plan.

Do I need an estate strategist in-house for a document review?

If your company does not have an estate strategist in-house, Vanilla will abstract your clients’ documents and transform them into the key pieces of data that become the Client Profile.

What is included in Vanilla Abstraction Services?

 Vanilla abstracts data directly from estate documents submitted by an advisor and enters it into Vanilla to visualize the key aspects of the client(s)’ planning. This includes document names, date of execution, governing law, specifically named parties (beneficiaries, fiduciaries, etc.), planning structure at death of client and spouse (if applicable), key trust provisions, and opportunities for additional planning. Vanilla Abstraction Services do not include abstraction or calculations of unsupported fact patterns, provide legal advice or determinations, offer tax advice or determinations, or make qualitative assessments of the documents.

Do I need to manually enter all my client’s information into Vanilla?

No, we currently have integrations with Black Diamond, Orion and Addepar so you can pull in your clients’ account information. Additionally, we have a CSV upload so you can pull information from a portfolio management system, financial planning tool, or CRM and upload it to Vanilla.

Can I create an estate plan flowchart on Vanilla?

Yes, Vanilla takes all of your client’s household information, financial data, and estate documents to create the dynamic visualizations of the estate plan.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.