Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Deliver comprehensive wealth management advice by turning dense estate planning documents into clear and dynamic visualizations.
Deliver comprehensive wealth management advice by turning dense estate planning documents into clear and dynamic visualizations.
“Vanilla provides our team with a complete estate planning solution. The visualizations make it easy to identify gaps and recommend areas for improvement.”
Jason Newcomer
Co-Founder at Dogwood Wealth Management
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
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.
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.
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.
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.
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.
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.
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.
Need help with an Integration?
Organize estate plans
Turn documents into dynamic visualizations
Deliver differentiated estate planning advice
Model opportunities and strategies for impactful decisions
Draft and execute new estate documents
Easily create on-demand estate planning documents
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.
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.
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.
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.
Ready to get started?
Talk to our sales team today.
