VANILLA DOCUMENT BUILDER™

The simplest way to deliver best-in-class estate planning documents at scale

Vanilla Document Builder™ combines the quality of elite estate planning attorneys with the clarity and convenience of modern technology—so you can confidently invite any client into the process.

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The gold standard of modern
estate planning

Built on attorney-drafted templates, guided by visuals, and backed by a nationwide attorney network—Vanilla Document Builder™ brings institutional-quality estate planning to every client you serve.

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Digital form interface with sections for estate planning data entry.

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Turn estate planning into one
of your biggest differentiators

From basic to advanced documents, deliver a differentiated planning experience to every client—no legal expertise required.

1 • Quality

Quality you can trust

Every Vanilla Document Builder template is designed by elite estate planning attorneys and tailored to state-specific requirements. Deliver institutional-quality documents to every client, from mass affluent to high-net-worth—without the cost or complexity of the traditional process.

2 • End-to-end solution

End-to-end solution with flexible attorney access

Guided questionnaires, professional printing and shipping, execution-ready documents—every detail handled. When clients need additional expertise, connect them to the Vanilla Attorney Network: one centrally managed firm (not a disparate network) with 100+ attorneys across all 50 states, flat-fee pricing, and consistent quality control.

3 • ADVISOR VISIBILITY

Visibility into the entire planning process

Track client progress in real-time, review questionnaire answers and document drafts, and receive estate diagrams that integrate directly into Vanilla. When documents are complete, those visual diagrams become the foundation for ongoing conversations—turning document creation into deeper relationships.

“Vanilla makes it easy for my clients to create estate documents while giving me a complete platform to manage ongoing estate advisor conversations.”

Dana Foley
Founder & Partner, Accelerant Law

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Frequently Asked Questions

Vanilla Document Builder supports a full range of foundational and advanced documents — including revocable trusts, pour-over wills, certificates of trust, health care advance directives, financial powers of attorney, HIPAA disclosures, and credit-shelter / advanced-planning structures for clients with potential estate tax exposure. Packages range from Essentials and Will packages to Basic Trust and Advanced Planning configurations.

Every Vanilla Document Builder template is designed by elite estate planning attorneys and tailored to state-specific requirements. The same institutional-quality templates trusted by leading wealth firms are available to every user.

Yes. Templates are designed around state-specific laws and requirements wherever your client lives, and may be used across all 50 states.

Yes, Vanilla is built for all advisors to help lead the planning conversation. Clients are invited into a guided questionnaire experience. When a client’s situation calls for a direct engagement with an attorney, you can either reach out on behalf of your client, or directly connect them to the Vanilla Attorney Network — one centrally managed firm with 100+ attorneys across all 50 states, flat-fee pricing, and consistent quality control.

What traditionally takes months of back-and-forth, now can take minutes for the client with Vanilla, with execution-ready digital documents typically available within a few days — without compromising on quality. If the firm uses the print-and-ship add-on, shipping adds the standard delivery window on top. Clients move through guided questionnaires while the advisor maintains full visibility into progress.

Yes — advisors get real-time visibility into where the client is in the questionnaire (e.g., how far they’ve made it through). Specific responses and document drafts are not shared with the advisor until documents are finalized.

Clients receive downloadable versions and can print on their own. Vanilla also offers an optional print-and-ship add-on — high-quality paper and premium packaging. Notarization and witnessing is the client’s responsibility. Advisors can optionally mark documents as executed in Vanilla to keep records current.

Newly drafted documents flow back into Vanilla as completed information inside of the client profile, visual estate diagrams, and V/AI summaries — so creating documents isn’t the end of the engagement, it’s the start of an ongoing advisory relationship around the client’s estate.

Holistic wealth management starts here

Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.

The simplest way to deliver best-in-class estate planning documents at scale

The gold standard of modern estate planning

Holistic wealth management starts here

The gold standard of modern
estate planning