Vanilla simplifies estate planning in Texas by helping you organize and visualize every client’s complete financial picture.

Texas Estate Planning Software

Estate advisory platform for Texas estate planners, advisors, and attorneys

Vanilla simplifies estate planning in Texas by helping you organize and visualize every client’s complete financial picture.

Texas Estate Planning Documents

Vanilla is the most complete estate planning software for financial planners and advisors in Texas

Invite your clients

Advisors invite clients to create estate documents.

estate planning document wizard

Clients go through a self-guided questionnaire.

client reviews the information

Clients review and finalize the plan.

client will receive printed documents

Printed documents are shipped for signature.


Advisor keeps track of clients’ progress.

advisor is notified through the advisor dashboard

The estate plan is visualized in Vanilla.

Estate planning considerations unique to Texas

Estate-related laws, taxes, and probate processes can vary by state. Here are a few of Texas’s notable distinctions: 

No state taxes

Texas currently does not have a state estate or inheritance tax. 

No small estate affidavit

Currently, Texas is one of only four states that does not offer a small estate affidavit, which would allow an estate valued below a certain threshold to go through a simplified probate process. 


Compared to other states, probate in Texas can be relatively simple. There are a few reasons for this: 

Texas offers “independent administration,” which allows the executor of an estate to act without court supervision for some parts of the administration process. This can make probate faster and less costly. 

Muniment of Title is a probate procedure unique to Texas in which a will can be probated without the need for an administrator or executor. If there are no debts to be paid by the estate, this can enable a simpler and less expensive way to transfer assets. 

In some cases, probate can be bypassed in Texas with a Small Estate Affidavit. If an estate’s value falls below a certain threshold and there are no debts to be paid, the heirs may be able to forgo a full probate administration.Community propertyTexas is a community property state, meaning that any assets acquired during a marriage are considered to be owned equally between the two spouses. 

Homestead exemption

Texas offers strong homestead exemptions, including protection from creditors, protection for a surviving spouse and children, protection in bankruptcy, and more.

Intestate succession in Texas

Here’s a summary of how assets transfer when someone dies intestate in Texas:

Key estate planning features to deliver more value to Texas clients

Create estate planning documents with a simple and intuitive questionnaire

Clients answer questions through a step-by-step process that generates their estate planning documents. 

Deliver sophisticated plan options

Clients can choose multiple options based upon their needs such as a QTIP marital trust or outright distribution to spouse, aged-based trust distributions for assets left to people in trust, and a perpetual pot trust for some or all assets left to children or descendants.


Easily track the status of your clients’ estate documents

Invite your clients to create core estate planning documents. Monitor the status of invites sent and your clients’ progress to ensure they’re successfully completed and executed. 

Visualize estate plans directly in Vanilla

Information from the estate documents flows directly into Vanilla so advisors can immediately see the specific fact patterns and integrate their clients’ financial data.


Connect with the wealth management tools you already use

Addepar logo
Black Diamond logo

See other Vanilla use cases

Create estate plan overviews

Organize and onboard clients’ plans in one place.

Learn More

Visualize how the estate plan works

Simplify complex plans with interactive diagrams.

Learn More
Deliver ongoing estate advice

Drive ongoing legacy planning

Create strategies and opportunities through impactful estate planning conversations.

Learn More

Frequently asked questions

Can Vanilla provide estate planning documents tailored to Texas’s state laws?

Yes, Vanilla has a suite of core estate planning documents that have been tailored to TX law by top TX-licensed attorneys.

Can Vanilla automate estate plans for attorneys and financial advisors in Texas?

Yes, Vanilla enables advisors to create new estate plans and generate automated visualizations, reports and potential opportunities through Document Builder.

Can I keep track of the status of my clients’ progress?

An advisor will receive notifications of the status of the client’s estate plan docs creation process, starting with the invite that was sent to the client, the progress of the questionnaire, finalized documents, proof of payment, receipt by mail, and the actual execution. These notifications can be seen within the Advisor Portal and/or received by email by both the advisor and client.

What kind of educational resources does Vanilla provide for its customers?

Vanilla ensures every customer is set up for success with a library of resources we continually update. In addition to our support team members, Vanilla customers have access to onboarding materials, our product knowledge base, courses through Vanilla Academy, monthly release webinars, and more.

What are the benefits of estate planning for financial advisors?

Offering estate planning services has myriad benefits for financial advisors. It enables advisors to expand share of wallet, win new clients, connect to the next generation, and better tailor financial advice to individual needs.

Ready to get started?

Deliver a whole new client conversation experience

Talk to our sales team today.