With Vanilla Document Builder™, you can offer all your clients a modern and seamless way to create trusts and wills, while supporting them with ongoing estate advisory services. Now, with unlimited estate document creation included in our Advisor Advanced and Planner licenses, your clients can access the estate planning solutions they need at no additional cost to you.
Vanilla Document Builder offers a range of document packages tailored to meet the diverse needs of your clients:
Ideal for creating necessary documents like healthcare directives and financial power of attorney.
Provides a solid foundation with a trust-based plan that includes a revocable trust and other core documents.
Designed for clients requiring strategic tax planning, offering advanced trust structures and additional options for high-net-worth clients.
Dana Foley
Founder & Partner, Accelerant Law
