“Vanilla gives us the power to integrate our clients’ family data, financial information and estate documents, all in one place."
Arielle Lederman
Senior Advisor, AdvicePeriod
Vanilla helps financial advisors organize their client’s complete financial and estate information to create the most comprehensive picture of their estate plans.
ORGANIZE FINANCIAL AND ESTATE DOCUMENTS
Easily onboard and organize estate plans
Vanilla helps financial advisors organize their client’s complete financial and estate information to create the most comprehensive picture of their estate plans.
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how it works
Turn estate planning documents into beautiful estate plan visualizations
Get started by adding your clients to Vanilla.
Add key information about the family.
Build a balance sheet with integrations, CSV import or even adding manually.
Upload estate planning documents.
Create Estate Plan diagrams or let Vanilla do the work for you!
View the completed Client Profile.
Key features for organizing estate plans
Profile Builder
Estate Builder
Document Abstraction Services
Save time with a simple, re-imagined client onboarding flow
Quickly onboard your clients’ household information, financial data, and existing documents to the Vanilla platform. Integrations with performance management systems and CSV import eliminate manual entry and make it easy to bring in financial account data.
Build document abstractions faster with our intuitive estate building wizard
Teams with in-house estate planning experts can turn estate documents into a dynamic model that powers beneficiary summaries, estate tax estimates, and more with pre-built estate scenarios as well as custom flows.
Let our team of professionals visualize your client’s estate and legacy plans
For advisors or teams who want a partner to help get their clients’ estate plans into Vanilla, our Estate Abstraction Services team will review your clients’ documents and transform them into the key pieces of data that drive the Client Profile.
Integrations
Create seamless onboarding with integrations
See how integrations with some of the leading wealth management tools speed up client onboarding onto the Vanilla platform.
Daily automatic sync with portfolio management tools ensure all client information is up-to-date for a complete picture of the client’s financial and estate information.
Need help with an Integration?
Talk to Sales
Discover more ways to use Vanilla
Visualize estate plans
Simplify planning with powerful visualizations
Deliver ongoing estate advice
Deepen engagement with personalized, impactful conversations
Create estate planning documents
Ensure end-of-life planning with the necessary estate information and documents.
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).
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.
Do I need an estate strategist in-house for a document review?
If your company does not have an estate strategist in-house, the Vanilla Estate Abstractions Services team will review your clients’ documents and transform them into the key pieces of data that become the Client Profile.
Do I need to manually enter all my client’s information into the Vanilla platform?
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.
Ready to get started?
Deliver a whole new client conversation experience
Talk to our sales team today.