Deliver comprehensive wealth management advice by turning dense estate planning documents into clear and dynamic visualizations.

Visualize Estate Planning Diagram Software

Wow clients with interactive estate planning diagrams

Deliver comprehensive wealth management advice by turning dense estate planning documents into clear and dynamic visualizations.

Use modern estate plan visualizations to drive impactful client conversations


Diagrams replace dense estate documents


Detailed waterfalls inform how assets flow


Fact patterns cover complex estates


A complete balance sheet shows total wealth

Visual reports create valuable leave-behinds

Key features for visualizing estate plans

Share a comprehensive Family Wealth and Estate Plan

With estate planning flowcharts, advisors can have ongoing, differentiated estate planning conversations with their clients. Simple, dynamic visualizations update in real-time as the plan changes. View the details of trusts by assets, provisions, and fiduciaries, and see an estimated federal and state estate tax calculation.

See who receives what

Clients need to regularly review their beneficiaries to understand if their plan matches their goals. And when your client is ready, lead the legacy planning conversation with the next generation on how the plan will impact their wealth.

View who is responsible for managing the estate

A summary view of the roles and designations for each document enables the advisor and client to quickly see who is responsible for carrying out the instructions on behalf of the estate.

Visualize how assets flow across the estate

See how assets will be distributed after the first and second death of each spouse, including estate projections on an estimated future rate of return and estate tax estimates.

Create lasting client relationships

Track past, present, and future milestones to show the journey of what you’ve accomplished and the roadmap of what needs to be done throughout the years. Continually add milestones by category and year to ensure ongoing estate planning conversations.

Delight clients with a comprehensive, branded, and downloadable report

Advisors can easily customize and build reports to send their clients the details of their estate plans. Select which details are relevant for each client.

Keep the estate plan up-to-date

See how integrations with leading wealth management tech vendors keeps the estate plan current with a daily automatic sync that ensures financial data is accurately represented on the balance sheet.
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Discover other ways to deepen client relationships with Vanilla


Organize estate plans

Turn documents into dynamic visualizations

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Deliver differentiated estate planning advice

Model opportunities and strategies for impactful decisions

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Draft and execute new estate documents

Easily create on-demand estate planning documents

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Frequently asked questions

How can the Vanilla platform help advisors engage clients in estate planning?

Vanilla’s vision is to empower everyone to create a meaningful legacy.  We do this by making it easy for advisors to have ongoing estate planning conversations with their clients with simplified, dynamic visualizations of the estate plan that can be updated as life events occur such as the birth of a child, marriage, divorce, etc. 

How does Vanilla aim to replace using estate planning PowerPoint presentations and Excel spreadsheets?

Instead of interpreting legal documents and turning them into PowerPoint presentations or Excel spreadsheets, advisors can save time and reduce errors from manual work by inputting all of their client information into Vanilla. This data becomes the Client Profile and ultimately represents the estate plan. Their estate plan is dynamic so that if something changes, it will update as the plan changes.

What information does Vanilla visualize on the platform?

Vanilla takes all of your client’s household information, financial data, and estate documents to create the dynamic visualizations of the estate plan. Financial information includes bank accounts, stock portfolios, real estate, brokerage accounts, personal property (i.e. art and car collections), and retirement accounts.

Does Vanilla provide a deliverable I can share with my clients?

Advisors can create an on-demand, custom branded PDF report that they can share with their clients with all the information about their estate plans.

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Deliver a whole new client conversation experience

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