VANILLA DOCUMENT BUILDER®
Your estate plan,
finally done right.
Your financial advisor has partnered with Vanilla to help you create a complete, attorney-quality estate plan — guided, supported by real professionals, and built around you.
Check your invitation email to get started.
Questions? Email help@justvanilla.com
Developed with leading trust & estate lawyers
Complete your plan in days, not months
Access to 100+ estate planning professionals across all 50 states
Guided by your financial advisor
CHOOSE YOUR PLAN
Four packages.
One right fit for you.
POWERS OF ATTORNEY
Essentials Package
Important legal documents to appoint trusted individuals to make decisions for you during life’s emergencies.
✓ Financial Power of Attorney
✓ Healthcare Directive
✓ HIPAA Authorization
WILL-BASED FOUNDATION
Will Package
A complete foundational plan with everything most adults need — including a financial power of attorney for decisions during your lifetime, not just after.
✓ Last Will & Testament
✓ Financial Power of Attorney
✓ Healthcare Directive
✓ HIPAA Authorization
REVOCABLE LIVING TRUST
Basic Trust Package
Avoid probate and protect your assets with a revocable living trust — the most comprehensive will alternative.
✓ Joint or Individual Revocable Living Trust
✓ Pour-Over Will
✓ Financial Power of Attorney
✓ Healthcare Directive
✓ HIPAA Authorization
ADVANCED PLANNING NEEDS
Advanced Trust Package
For clients with business interests, blended families, or complex asset structures requiring additional trust provisions.
✓ Individual Joint Trusts (community property states)
✓ Individual Trusts (separate property states)
✓ Advanced tax planning
✓ Customizable provisions for multi-generational planning
✓ Pourover Will
✓ Financial Power of Attorney
✓ Healthcare Advanced Directive
✓ HIPAA Authorization
HOW IT WORKS
10 steps to a
complete estate plan.
Your advisor guides you through the whole process.
Here’s what to expect from invitation to final report.
Step 1: Accept your invitation
Your advisor sends you an email invitation to Vanilla Document Builder. Check your inbox and open the email to begin.
Step 2: Click “Get Started” & set your password
Click the button in your invitation email to enter Vanilla, create a password, and begin the onboarding flow.
Step 3: Explore the Resource Library
Before answering questions, browse Vanilla’s educational resources on key estate
planning concepts — trusts, distributions, fiduciaries, and more.
Step 4: Select your package
Choose the plan that fits your situation, or take Vanilla’s short quiz to get a recommendation. Your advisor can guide this step too.
Step 5: Complete the questionnaire
Answer questions across three areas: basic information, asset distributions, and fiduciaries (executors, trustees, guardians).
Step 6: (Optional) Connect with the Attorney Network
Have a complex question or edge case? Engage directly with an attorney via Vanilla’s Attorney Network for licensed guidance — included in select packages.
Step 7: Review your document drafts
Review your completed questionnaire answers and draft documents — on your own or together with your advisor in a shared session.
Step 8: Download & execute your documents
Download your finalized documents and follow Vanilla’s step-by-step execution instructions to sign and notarize them properly.
Step 9: Fund your trust & update beneficiaries
Use Vanilla’s Funding Resources and the Attorney Network to transfer assets into your trust and update beneficiary designations on accounts.
Step 10: Receive your Estate Planning Report
Work with your advisor to get an updated Estate Planning Report pairing your new estate plan with your complete financial picture.
Take this with you.
A complete resource kit — including a Vanilla Document Builder brochure, an FAQ sheet, and a 1-pager for each package — so you can review or share at your own pace.
VANILLA ATTORNEY NETWORK
Expert legal guidance,
when you need it.
Vanilla’s Attorney Network connects you with 100+ licensed estate planning professionals across all 50 states — directly engage with an attorney for complex questions, edge cases, and trust funding guidance. All under one roof, at flat-fee pricing.
Encounter a question that doesn’t fit neatly into the questionnaire? Escalate to a licensed attorney directly from within the Client Portal.
Have questions before you sign? Directly engage with an attorney to get clarity on your documents, your obligations, and next steps for execution.
Learn exactly how to transfer assets into your trust or update beneficiary designations on retirement accounts, life insurance, and more.