VANILLA DOCUMENT BUILDER™
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.
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.
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
Learn more about planning with Vanilla
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