New Customer Resources

Deliver estate planning with confidence

Get the most out of Vanilla with training sessions
and additional resources below.

Training Sessions

Get started by attending one of our live, open training sessions below.

Vanilla 101

Learn the basics of the Vanilla platform from navigation to creating & onboarding clients to requesting document abstraction. Session designed for all users.

Vanilla 102

Get a walkthrough of a complete client profile on Vanilla and how to navigate client conversations while leveraging the platform or a PDF report. Session designed for all users.

Planner 101

Learn how to utilize Vanilla’s Estate Builder during the document abstraction process, including leveraging VAI to gain efficiency. Session designed for Planner users.

Office Hours

A session dedicated to open Q&A and the latest enhancements from Vanilla. Session designed for all users.

View Training Sessions Schedule

Additional Resources

Discover more resources below to help you facilitate a modern estate planning experience.

Vanilla Academy

Explore CFP Board-eligible CE courses on estate planning, Vanilla tutorials, and more.
Log in or sign up

Knowledge Base

Find how-to articles, videos, tutorials, and more to help you get the most out of Vanilla (Vanilla login required).
Learn more

Contact Support

Please direct any questions or technical issues to our Customer Care team.
Get in touch

Talk Track Scenarios

Drive meaningful conversations with the help of talk tracks based on estate planning topics.
Download

Training Sessions FAQs

All users can benefit from Vanilla 101 & Vanilla 102. Planner 101 is focused on our Estate Builder tool, which only Planner users have access to. All users are welcome at our weekly Q&A session, however attendance is not required. View training sessions schedule here.

Please register for a session even if you cannot attend live. We will send the recording to all registrants. We highly recommend you complete the training either live or by watching the recordings in your first 2 weeks on the platform. View training session schedule here.

Absolutely! These training sessions can be extremely helpful to refresh your Vanilla knowledge or show how functionality may have changed since your last training session.

We have a team of CSMs who rotate leading the training sessions. If you have a question, please reach out to our Customer Care Team at help@justvanilla.com.

Yes, we will record the training session that you attend and send a recording to all registrants of the training session after the meeting.

Contact Support