Creating Estate Planning Documents with Vanilla

Legal documents are the foundation of any estate plan, and it’s crucial that your clients have up to date documents that reflect the estate strategy you’ve helped them create. 23% of clients with more than $1 million in assets do not even have basic estate documents in place – and those who do often have docs with crucial outdated information they may not even be aware of.

Vanilla Document Builder enables wealth advisors and clients to create wills and trusts with simple, intuitive questionnaires as a part of the end-to-end estate advisory process. Information from the estate documents flows directly into Vanilla, so advisors can immediately see the specific fact patterns and integrate their client’s financial data, as a part of the complete Vanilla Estate Advisory Platform.

 In this webinar, you’ll hear from our product and strategy experts who will discuss how:

• Vanilla Document Builder makes creating estate documents easy for clients and advisors
• The legal documents are integrated into the estate advisory platform 
• You can deliver bespoke estate advisory at scale with Vanilla