Identify planning needs and deliver essential protection at scale
Model sophisticated strategies and demonstrate forward-thinking planning
Handle UHNW complexity with institutional-grade capabilities
Build relationships that grow with your clients through every wealth stage
Mass Affluent Clients
Most clients at this level either lack basic estate planning or already have documents in place. Start the conversation with Estate Health Check to quickly assess their situation. From there, create attorney-vetted wills, trusts, and powers of attorney—documents reviewed by leading estate planning attorneys in every state with built-in guardrails that prevent costly mistakes. Or generate instant summaries of existing plans that reveal gaps and opportunities for deeper relationships beyond portfolio management.
Key capabilities:
Estate Health Check to discover planning gaps instantly
Key capabilities:
Document Builder to deliver professional documents at scale
Key capabilities:
V/AI to analyze existing plans and identify opportunities
High Net Worth Clients
Clients at this level expect sophisticated service that matches their wealth. Vanilla helps you deliver stunning visualizations, professional-grade documents, and comprehensive beneficiary summaries that position you as their trusted advisor. As their wealth grows and families expand, model tax implications and wealth transfer strategies that adapt to changing circumstances—from state estate taxes to federal liability, new grandchildren to charitable goals.
Key capabilities:
Advanced trust packages designed for clients facing federal or state-level estate taxes (capabilities no other platform offers)
Key capabilities:
Scenarios to model how plans adapt as life changes—family growth, wealth expansion, distribution strategies
Key capabilities:
Stunning visual reports and branded, attorney-quality documents that demonstrate sophistication
Ultra-High-Net-Worth Clients
Ultra-high-net-worth families demand precision, sophisticated modeling, and expert support. Vanilla delivers enterprise-grade capabilities—a robust tax engine handling GST, federal, and state estate taxes, plus complex entity mapping and abstraction expertise—proven across thousands of UHNW estates and billions in client wealth.
Key capabilities:
Advanced scenario modeling for tax optimization strategies, life events, liquidity planning, and relocation to favorable tax environments
Key capabilities:
Robust tax engine that accurately calculates GST, federal, and state-level estate and inheritance taxes
Key capabilities:
Expert abstraction team for nuanced situations and complex entity mapping
Vanilla gives us a comprehensive view of our clients’ financial picture with their family, financial and estate information, all in one place.
Arielle Lederman
Senior Advisor, AdvicePeriod
Modeling engine proven across billions in client wealth
Attorney-vetted documents reviewed in all 50 states
Proprietary, patented estate planning capabilities
Mariner Offices Drive Revenue and Growth with Vanilla
Mariner sees a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning
Steve Lockshin’s Estate Planning Playbook
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and...
The Complete Guide to Estate Planning
Though an often overlooked part of financial planning, estate planning is a critical part of a well-rounded wealth management strategy. In fact, estate planning is...
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
