The Advisor Advanced and Advisor Expert licenses each provide the Authorized User the ability to utilize the Vanilla Platform for that Authorized User’s full book of business at a reasonable use level (up to 100 clients). Expansions for additional clients may be purchased. Users of Advisor Advanced licenses and Advisor Expert licenses may not use their license to support clients of other advisors. The Planner license is intended to support advisors and therefore does not include any client profiles.

An Advisor Expert license may be used by an advisor, while a Planner license may be used by an in-house estate strategist or estate planner in conjunction with an Advisor license. Both licenses include access to Vanilla Estate Builder. The Advisor Expert license is intended to be used for that advisor’s full book of business (up to 100 clients).

An Associate license is a data entry role only and may only be purchased in connection with an Advisor license. This license is not entitled to client licenses or Vanilla Document Builder access beyond the terms of the associated Advisor license. Any clients an Associate license holder creates or modifies will be associated with the Authorized User’s client license limit. Reports and client invites are connected to the Advisor License. Client deliverables or invites will have the name of the associated advisor on them.

No, User licenses and Access Credentials may not be shared among Authorized Users. Each Authorized User must have their own User license.

The Vanilla Abstraction Services Subscription is an annual subscription add-on that entitles the Subscriber to a set number of estate reviews for a fixed fee. With this subscription, the user is not required to purchase document abstraction tokens (DATs) for their estate reviews, as long as they are within the limit of their terms. Estate reviews must be used within the term dates of the subscription and cannot be rolled over. The estate review cap – the maximum number of estate reviews permitted per calendar year – is set forth in your Order Form. In the absence of a specified estate review cap, the maximum number of estate reviews defaults to 20 per annual subscription.

In order to utilize a Vanilla Abstraction Services subscription, the Subscriber must enable VAI in Estate Builder

Advisor Advanced and Advisor Expert licenses include the cost of the Essentials, Basic Trust, and Advanced Packages in Vanilla Document Builder for that Authorized User’s full book of business at a reasonable use level (up to 100 clients). These packages are intended for the Authorized User’s own clients and may not be shared across the firm.

Your client may either self-print, or have Vanilla print and ship their estate documents to them. There is an additional charge ($100/package) for printing and shipping.
Users of the Planner license will have access to Vanilla Document Builder and may invite clients to create documents. These services will be charged directly to you or your client, at your option. Each document package has a listed price on our website.