Find hidden revenue opportunities across your entire book

It’s built to get the conversation started, not to collect every detail up front. Clients answer from what they already know, and don’t need to gather documents before they begin. The questionnaire works on mobile and takes a few minutes. Results end with priority discussion topics and next steps, so you can go into the next conversation with personalized talking points.

Four common use cases:

1. New client onboarding, to help you get an idea of where their estate and finances stand today 
2. Early prospect conversations, where it differentiates you and uncovers immediate opportunities.
3. Periodic reviews across your existing book, to surface life changes, evolving needs and the next planning move. You can turn off sections you don’t need for clients you already know well.
4. Firm-wide or public outreach, where your firm sends it to many clients at once or shares an open link on your website, email, or social channels.

It covers the essentials of a client’s planning picture in a short, step-by-step format: 

• Basic information
• Family and dependents
• A high-level financial picture
• Whether an estate plan is in place and when it was last updated 
• Key assets 
• Recent life changes
• What matters most to them in planning 

Clients answer from memory, no document uploads required. Depending on how your firm has it set up, some sections may be optional or turned off.

You’re notified by email when a client or prospect completes their health check, and their answers are summarized on a single page for easy review. You can also view submissions on your client list, under the Estate Health Checks tab. Results highlight where the client needs attention, with at least three priority discussion topics to guide your next conversation. Each submission is linked to an existing client in Vanilla or saved as a new prospect record you can convert to a client.

The questionnaire is short, mobile-first, and doesn’t require uploading documents. Many firms also frame it as a complimentary check-up, which lowers the activation energy on their side.

Estate Health Check is the front door for the estate planning conversation. When a client or prospect completes the questionnaire, their results can point them to next steps like creating documents with Vanilla Document Builder® or uploading existing documents for VAI® Estate Summaries, depending on what your firm has enabled. From there, you can deepen the relationship with Vanilla Scenarios® modeling, which turns a few-minute questionnaire into a multi-stage planning engagement.

Yes — that’s one of its primary use cases. Firms can send it to thousands of clients at once, or you can run it across a segment of your book (for example, clients who haven’t had a plan reviewed in several years). Completed questionnaires surface clients with missing or outdated plans, recent life changes and other planning needs, giving you a clear, prioritized list for outreach.

Yes. Estate Health Check is designed mobile-first, so clients can complete it on a phone.

You can choose which sections to include — Life Insurance, Estate Documents and Planning Needs — within the options your org admin allows. Your firm’s org admin sets each section to required, optional, or off for the whole firm. Basic information and results are always included.

Each submission is saved to Vanilla. If the email address matches a client you already have, it links to that client. If not, it’s saved as a new prospect record, which you can convert to a client when you’re ready.

Clients receive a short email verification code at the start of the questionnaire. This confirms who’s responding, whether they’re an existing client or someone new, and lets them return to their results later through the same emailed link.