Estate Planning Software

Visualize the true power of estate planning

Easily create estate documents, visualize plans, and do what-if scenario analysis – all with the power of AI.

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The leading all-in-one estate planning software for advisors

Vanilla makes every stage of the estate planning journey simple, for you and your clients, whatever their level of wealth.

Create flexible estate plans

Quickly and easily offer every client trusts, POAs, and more — all developed by top practicing estate attorneys.

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Visualize estate plans

Use AI to build branded, visual reports that drive more impactful client meetings.

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Ask what if?

Scenario plan in real -time to show clients how different planning strategies can save taxes or meet legacy goals. 

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How does Vanilla supercharge advisors?

Here’s what our customers tell us.

 

Built for experts and novices alike

Intuitive technology

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Industry-leading education

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Expert support

Meet our team

“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

Scott Luhnau

Integrate with the tools you use everyday

Vanilla seamlessly fits into your existing toolkit. We integrate with popular financial planning software and CRM systems, so you don’t have to change the way you work—just enhance it.

The highest bar for data security

Our comprehensive security framework includes regular audits, compliance checks, and advanced data protection measures to safeguard your client and firm’s data integrity.

wealthmanagement.com – 2024 Wealthies Finalist
CBInsights - Fintech 100
Family Office Exchange - Classic Technology Resource Partner
Think Advisor - 2024 Luminaries Finalist
kitces.com - Featured Technology
wealthmanagement.com – 2024 Wealthies Finalist
CBInsights - Fintech 100
Family Office Exchange - Classic Technology Resource Partner
Think Advisor - 2024 Luminaries Finalist
kitces.com - Featured Technology
wealthmanagement.com – 2024 Wealthies Finalist
CBInsights - Fintech 100
Family Office Exchange - Classic Technology Resource Partner
Think Advisor - 2024 Luminaries Finalist
kitces.com - Featured Technology
wealthmanagement.com – 2024 Wealthies Finalist
CBInsights - Fintech 100
Family Office Exchange - Classic Technology Resource Partner
Think Advisor - 2024 Luminaries Finalist
kitces.com - Featured Technology

Watch Testimonial

Former Vanguard CEO Bill McNabb shares his experience using Vanilla.

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Product Counsel Jenny Raess explains how a holistic approach leads to better outcomes

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Jeff Lippens of Garde Capital shares why his firm uses Vanilla

Resources for advisors and clients

Vanilla Academy

Client-Facing Materials

Guides & More

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
Video

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 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’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 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 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.