Today: Legacy Now Spring 2024
By Role
For Advisors
Expand your client relationships with estate planning advice
For Estate Planners
Scale and standardize your estate planning offering
Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Resources
Guides
Dive deeper into estate and financial strategy.
Client Materials
Information to share with your clients.
Vanilla Academy
Where to learn about estate planning.
Blog
The latest news and editorial from Vanilla.
Webinars and Videos
On-demand webinars and videos on estate planning and more.
Support
Get help from Vanilla and access the Knowledge Base.
Company
About Us
Join Our Team
Contact Us
featured resource
Vanilla Helps Mariner Wealth Advisors be at the Forefront of Estate Planning
Vanilla sample report for taxable estates
The Vanilla Estate Planning Playbook (updated for 2024)
Create core estate planning documents on-demand with Vanilla Document Builder ™
What’s new with Vanilla: June 2023
A new look and feel for our client estate reports
What’s new with Vanilla: April 2023