Expand your client relationships with estate planning advice
For Estate Strategists
Scale and standardize your estate planning offering
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Dive deeper into estate and financial strategy.
Information to share with your clients.
Where to learn about estate planning.
The latest news and editorial from Vanilla.
Webinars and Videos
On-demand webinars and videos on estate planning and more.
Get help from Vanilla and access the Knowledge Base.
Join Our Team
Vanilla Helps Mariner Wealth Advisors be at the Forefront of Estate Planning
Vanilla sample report for taxable estates
The Vanilla estate planning playbook
Create core estate planning documents on-demand with Vanilla Document Builder
Ready to get started?
Talk to our sales team today.