Estate planning software for financial advisors
- Turn estate planning into your growth engine
- Win larger clients
- Capture the next generation
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#1 estate planning software for financial advisors
A new era for estate planning, supercharged with AI
Estate planning is no longer just a luxury–it’s a necessity when delivering holistic financial advice. Vanilla’s next generation software makes estate planning easy for every client.
The most trusted name in estate planning
“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”
JEFF LIPPENS,
PRESIDENT & CIO
PRESIDENT & CIO
Backed by Industry-Leading Expertise
16,000+
Estates Modeled
40,000+
Documents Abstracted
180+
Years of In-House Expertise
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.