MASS AFFLUENT CLIENTS
Deliver essential documents at scale while uncovering planning opportunities that strengthen relationships.
Meet your clients where they are in their planning journey
Whether your clients are just getting started or have an existing plan in place, Vanilla enables you engage every client in a meaningful estate planning conversation.
Deliver professional documents clients can complete on their timeline
Create instant, visual summaries of your client’s estate plans
Identify gaps and high-impact planning opportunities
Access our best-in-class attorney network in all 50 states
Vanilla helps advisors have the perfect conversation for every stage of the client journey, from plan creation to review.
1 • Document Creation
Give clients essential documents while staying central to every plan
Scale professional estate planning across every client. With Vanilla Document Builder™, you can deliver wills, trusts, and essential documents while staying central to the process—uncovering assets and details that reveal their complete financial picture.
2 • ESTATE SUMMARIES
Create instant, branded estate summaries
For clients with existing plans, upload their documents and receive a client-ready deliverable in minutes including key people, distribution structure, and key observations. Customize the summaries with plain english instructions and save templates for future use.
3 • Planning opportunities
Identify high-impact planning opportunities
Vanilla automatically highlights potential gaps in a client’s planning from estate documents, life insurance coverage, to estate tax liability.
4 • Estate Health Check
Start the planning conversation with a modern, branded experience
Know where every client stands—what’s in place, what’s missing, and what needs attention. A simple questionnaire reveals planning gaps, identifies your best opportunities, and converts insights into actions.
“Vanilla helps us create outstanding estate plan reviews that our clients can see and understand. And the platform helps us engage clients in ongoing conversations around their legacy.”
Michael Rossi, CFP®
Financial Advisor
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