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.
Higher-fidelity calculations than any competitor—proven across thousands of UHNW estates with accuracy that handles GST, state taxes, and complex residue calculations.
Real-time calculations and dynamic visualizations update as you adjust inputs. Get results immediately, no processing delays.
Interactive charts and waterfall projections update immediately. Show clients exactly how different strategies impact their outcomes side-by-side.
1 • No documents required
Start modeling immediately, no documents required
Begin exploring strategies in your first meeting with minimal data input. Show what’s possible instantly and secure planning commitments faster—converting exploratory conversations into revenue opportunities.
2 • 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.
3 • Refine approaches
Refine approaches and collaborate with clients in real-time
Work together with instant visual feedback that shows how adjustments affect outcomes immediately. Compare multiple approaches side-by-side so clients can see exactly how different strategies impact their legacy, turning technical planning into meaningful conversations about what matters most.
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
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