Estate planning software

Modern, visual estate planning for every client

Build relationships that go deeper than money

Estate planning is complex. Our complete estate planning solution demystifies the process, with powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation. We help advisors, planners, and attorneys delight clients and win new ones with a better estate planning experience.

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The most comprehensive estate planning software for advisors and planners

Helping firms of all shapes and sizes deliver differentiated advice, deepen client relationships, and grow business.

Wealth Advisors

Set your firm apart with holistic advice

Estate Planners

Simplify the estate planning process

Family Offices

Drive loyalty with a modernized experience

Enterprise

Deliver elevated experiences, at scale

Trusted by hundreds of firms, from boutique RIAs to enterprises

Introducing

The Vanilla Estate Advisory Platform

Vanilla is the leading estate planning solution built to give clients a holistic and empowering estate planning experience. We combine a powerful platform, estate-planning specific AI, and our human experts to enable every advisor to go as fast or as deep as they need to go.

AI-Powered Estate Reviews

Instantly summarize existing estate plans

Summarize and transform existing client plans into clear visual diagrams. Save valuable time while Vanilla’s AI engine reads estate documents and pulls out key details and dispositive information.

Interactive Visualizations

Visualize how the plan works

Advise on how the estate plan works and if it matches client’s intentions and wishes. Summarize family, financial, and estate information with comprehensive overviews and interactive diagrams.

Create New Plans

Create estate documents

Make it easy for your clients and their family to create and update trusts, power of attorneys, and health care directives all through a modern, on-demand experience.

Tax Analysis & Optimization

Strategize and Optimize Taxes

Leverage powerful calculators across federal and state estate taxes to see liabilities now and in the future. See in real time how different strategies can minimize future estate taxes.

“Vanilla helps our advisors have the right estate planning conversations with their clients. Vanilla has completely changed the narrative.”

SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning

Drive growth with estate planning

Former Vanguard CEO Bill McNabb shares how estate planning differentiates firms.

Deliver holistic financial advice

Jenny Raess explains how a holistic approach leads to better financial advice.

Transform how you serve clients with Vanilla

Founder Steve Lockshin invites you to future-proof your firm with Vanilla.

The estate planning learning hub for advisors

Continuing ed courses

Expand your estate planning skillset with free expert-led courses, from the basics to advanced strategies

Client-facing content

Download brandable, educational estate planning materials designed with client questions in mind

Guides and resources

Access the complete library of resources to brush up on foundational knowledge and learn advanced concepts

Vanilla Academy

Recognized as a trusted partner and leader in the wealth management industry

WealthManagement.com

2024 Wealthies Finalist

Family Office Exchange

Classic Technology Resource Partner

Think Advisor

2024 Luminaries Finalist

Kitces.com

Featured Technology

AI-Powered estate planning software. Built for the enterprise

The most complete estate planning platform to help every client make the most of their life’s work.

V/AI

Harness the power of artificial intelligence to analyze estate plans and deliver insights at scale.

Data Security

Safeguard sensitive client information with Vanilla’s enterprise-grade security measures.

SOC2 Type II

Vanilla meets the AICPA trust principles of security, availability, and confidentiality.

Integrations

Connect Vanilla with the other tools in your tech stack for a seamless workflow. Our platform integrates with leading CRMs, financial planning software, and more.

*eMoney coming soon

“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

Featured Resources

Guide

The Vanilla Estate Planning Playbook (updated for 2024)

Guide

A guide to trusts for estate planning

Blog

The four ways Artificial Intelligence (AI) will transform estate planning

Blog

10 Diagrams to explain advanced estate planning strategies

Webinar

The Value of Vanilla with Bill McNabb

Blog

Top Financial Advisor Software Picks for 2024

Frequently Asked Questions

Estate planning software helps financial advisors, lawyers, and individuals analyze existing estate plans, identify gaps, calculate potential federal and state estate tax liabilities, and create new planning documents such as trust, wills, power of attorney, and healthcare directives. It can automate many of the manual tasks involved in estate planning, such as drafting documents, calculating taxes and waterfalls, and building visualizations to explain how the plan works.

Advisors need estate planning software because it can help them:

Provide better service to their clients by helping them create comprehensive and effective estate plans.
Understand their clients balance sheet and total net-worth.
Create a deeper connection to the client and their goals.
Retain assets by creating a connection with the second generation.

Estate planning software can help advisors educate clients about estate planning and build trust and rapport through using a modern, interactive experience.

Yes, Vanilla can help with tax planning as part of its estate planning software. It can help advisors calculate the potential federal and state estate tax implications of each client’s current estate.

Estate planning software should help users do four things – organize and visualize a family’s existing plan, strategize potential opportunities, offer online document creation, and create a collaborative online space for accessing current estate plans and documents. Estate planning software needs to account for complex fact patterns, multiple types of trust documents, state and federal tax laws, and have a robust reporting engine.

Estate planning software also needs to be easy to use, integrated to other financial technology systems, secure, and offer best-in-class customer service.

Vanilla’s estate planning software is available today for wealth management firms and law firms, priced based on each firm’s individual needs. Please contact sales for a custom quote.

Estate planning can be complex. The right estate planning software will simplify the process for the advisor, attorney, and client. It will streamline onboarding and turn dense documents and legalese into easy-to-understand diagrams. Estate planning software can help with estate strategy and scenario planning and even create legal documents. To better understand how to evaluate estate planning software, download our buyer’s guide.

Vanilla is used by many attorneys. It helps streamline client onboarding and shows clients how even complex estate plans work with easy-to-understand visualizations. The Vanilla platform also enables attorneys to play out how various legal and financial instruments will impact an estate plan in the future.

Yes – Vanilla turns dense legal documents and estate strategies into easy-to-understand, interactive diagrams. These visualizations help clarify the plan for the advisor and client alike. See how trusts are structured, how assets flow on first and second death, and more. See how Vanilla can visualize your client’s estate plan.

Ready to deliver a whole new estate planning experience?

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