HIGH-NET-WORTH CLIENTS
Model tax scenarios, forecast estate exposure, and adapt strategies as life changes—from first trusts to multi-generational wealth transfer.
Become the wealth steward families trust across generations
Redefine the client experience with sophisticated wealth planning tools trusted by the country’s leading RIA’s and family offices
Adapt plans as wealth expands and families grow—new children, grandchildren, business exits
Proactively surface opportunities across their entire financial picture
Forecast tax implications as wealth grows and regulations change
Engage the next generation and secure multi-generational relationships
Help your clients protect what they’ve built today, and optimize what they pass on tomorrow.
1 • ESTATE VISUALIZATIONS
Help your client truly understand their plan and identify gaps
“Wow” your prospects and clients with visual summaries of their existing plan and identify opportunities to add value.
2 • VISUAL REPORTS
Visual reports that demonstrate your sophistication
Turn complex estate structures into clear, compelling visuals that clients actually understand. Show asset flow, tax implications, and beneficiary outcomes with professional reports that make you stand out from advisors still using spreadsheets.
3 • DOCUMENT CREATION
Protect your clients with documents built by the best in the industry
Offer estate planning document creation and updates at no cost to your client base, with document templates drafted by industry leaders and supported by the largest attorney network in the space.
“Using vanilla as a tool has allowed us to elevate our estate planning offering, helping us not only to stay competitive in the industry but also pull ahead as a thought leader.”
Deirdre McGuire
Wealth Advisor, GHP Investment Advisors
4 • scenario modeling
Explore scenarios to model tax efficiency and impact on beneficiaries
Model popular estate planning strategies like ILITs, GRATs, and IDGTs to showcase the impact of planning both now and in the future, with the ability to toggle between multiple scenarios
Learn more about planning with Vanilla
How Advisors Are Moving Upmarket by Redefining Value
Industry data reveals the strategies behind revenue growth in wealth management—and why the most productive advisors serve fewer clients, not more. On November 13th, Vanilla...
4 Lessons from Steve Lockshin’s Estate Planning Playbook
As an advisor, you probably know how rare it is to retain AUM after the death of the primary wealthholder. You may also know that...
Unlocking Scale: How Matter Family Office Streamlines Estate Planning with Vanilla + eMoney
Vanilla recently announced our integration with eMoney, empowering financial advisors to streamline their estate planning workflows like never before. Matter Family Office, a nationally recognized...
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.
