Assess your clients’ existing planning and create new estate plans in a modern, branded experience—now available at no cost to you.
Assess your clients’ existing planning and create new estate plans in a modern, branded experience—now available at no cost to you.
"Not only was the process fast, but it was extremely easy to understand and navigate. We are a recently married, young couple who just purchased a home, and this Trust package was exactly what we were hoping for."
Jake B.
Client
Offer your clients a modern estate planning solution
Invite your client to the Estate Health Check
Your client is introduced to key planning concepts
Your client answers basic questions about any existing planning
You receive a summary of the Estate Health Check
If the client needs new documents, invite them to Document Builder
Client creates new documents in Vanilla
Vanilla’s Estate Health Check helps engage and educate your clients on estate planning, while helping you determine immediate next steps.
Invite your clients into an intuitive, self-guided questionnaire that produces their basic estate planning documents.
The document templates were built from the ground up by attorneys from top national law firms, purpose-built for mass affluent and high-net-worth clients.
The entire document package will be printed and shipped directly to your clients so that they can be fully executed.
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Invite your clients to create core estate planning documents. Monitor the status of invites sent and your clients’ progress of their documents to ensure they’re successfully completed and executed.
Create estate plan overviews
Organize and onboard clients’ plans in one place.
Visualize how the estate plan works
Simplify complex plans with interactive diagrams.
Drive ongoing legacy planning
Create strategies and opportunities through impactful estate planning conversations.
Vanilla Document Builder is currently in public preview, available to all clients of Vanilla customers.
The Basic Trust Package includes a Pour-over Will, Revocable Trust, Power of Attorney, Health Care Directive, and Certification of Trust.
With our powerful document engine, we will be able to offer different document packages on our platform. We plan to offer other document packages in the future.
Yes, an advisor has to be a customer of Vanilla in order to invite their clients to consider creating estate plan documents with Vanilla Document Builder. However, a client can create their documents without having their estate plan visualized and reflected in Vanilla.
At the moment, we only support document creation for estates within the United States.
The templates for the documents have been created by leading trust and estate planning experts and is a self-service model without direct attorney engagement. We plan to offer an option to engage with an attorney in the near future.
At the present time, we are not offering documents directly to clients. An advisor would need to invite their client into Vanilla Document Builder.
Advisors will have access to an “Advisor portal,” which allows them to invite clients to create documents. Invites can be sent to new or existing clients currently on Vanilla.
No, advisors cannot create estate planning documents on behalf of their clients.
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.
Ready to get started?
Talk to our sales team today.
