VANILLA SCENARIOS™
Model GRATs, SLATs, and charitable strategies in minutes with Vanilla Scenarios™. Show real outcomes, compare approaches side-by-side, and create the conversations that strengthen client relationships.
Vanilla Scenarios™ is purpose-built for estate planning—with the depth, accuracy, and flexibility that complex planning demands.
Scenario modeling built for every stage of the planning process
From quick estimates to detailed modeling, Vanilla Scenarios™ is the only solution with the flexibility and sophistication to support the entire process.
1 • Flexibility
From quick illustrations to deep modeling
Vanilla Scenarios™ was uniquely built with the flexibility to jump straight into a planning conversation with rough estimates or build a high-fidelity model that factors in details of the client’s assets and plan.
2 • COMPARISON
Compare and stack multiple strategies for robust recommendations
Analyze strategies side-by-side or stack them for comprehensive planning. Model complex scenarios like state tax implications, GST exposure, residue calculations—with an engine proven across thousands of UHNW estates. All visualized in ways clients actually understand.
3 • WATERFALL ANALYSIS
Illustrate the impact of planning with unrivaled precision
Toggle between a high-level summary and detailed waterfall analysis of how planning scenarios will impact individual beneficiaries, factoring in details of their existing plan.
4 • Compare strategies
Compare and stack multiple strategies for robust recommendations
Analyze strategies side-by-side or stack them for comprehensive planning. Model complex scenarios like state tax implications, GST exposure, residue calculations—with an engine proven across thousands of UHNW estates. All visualized in ways clients actually understand.
“Our team uses Vanilla to visualize the hypothetical scenarios and underscore the potential tax impact in a way that’s easy to understand.”
Brian Adamek, CFP, CPWA, CVA, CEXP
Founder & President, E-Wealth Partners
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