The emergency plan your clients will have when they need it.

Estate plan data flows from Vanilla, the client manages the rest. Documents, key contacts, and step-by-step guidance, in their pocket, 24/7.

Join the beta waitlist

Everything your clients’ families need, the moment they need it.

Key Documents

Wills, trusts, powers of attorney, and healthcare directives, encrypted and accessible to the right family members when needed.

Key People

Clients invite and manage their own first-call contacts, family members, and fiduciaries. The right people named and ready before a crisis hits.

Account Information

Pre-populated from Vanilla where available, or clients link accounts directly via Plaid (included at general availability). A complete financial picture from day one.

Take Action

State-specific, step-by-step guidance for any emergency: medical crisis, death, or urgent document access.

Why we created Vanilla Safe

1 in 4

spouses have no access to their partner’s key documents in an emergency

85%

of households place financial management on a single partner

68%

of households have no system in place to store or share critical information

Advisor sets it up. Client owns it.

One click from Vanilla sends the client a setup link. From there, the client downloads the Vanilla Safe mobile app and handles the rest: contacts, documents, and family access. Data flows automatically from Vanilla. No duplicate entry, no manual work for the advisor. Everything they need, in their pocket, 24/7.

Available on the Apple App Store and Google Play Store at general availability.

Frequently Asked Questions

Vanilla Safe is built on Vanilla’s enterprise-grade platform, which is trusted by leading wealth management institutions. All client data is encrypted and protected with institutional-level security. More details at justvanilla.com/security.

Vanilla Safe is free for all active Vanilla clients. As long as a client has an advisor on the Vanilla platform, they can set up their account via their advisor’s invitation link. Pricing for clients outside of an active Vanilla advisor relationship will be determined at general availability.

General availability is planned for September. Beta participants will be first to receive access. General availability will also include Plaid integration, allowing clients to link accounts directly for a complete financial picture.

Reach our support team at help@justvanilla.com directly from the Settings screen in the app. We will get back to you within 1-2 business days.

Vanilla Safe beta is coming soon.

Already a Vanilla customer? Join the beta waitlist and be among the first advisors to offer your clients a guided emergency plan. Spots are limited.

Not yet a customer? Schedule a demo to learn more about Vanilla and get access to Vanilla Safe when it becomes available.