What estate planning documents are required to create a client profile on Vanilla?

At a minimum, we recommend that you onboard clients who have dispositive documents (revocable trust and/or will). If your clients do not have these documents, you can use Vanilla’s document service to create the basic documents (revocable trust, pour-over will, health care directives, and power of attorney) they may need and that information will seamlessly integrate into the Vanilla platform.

Do I need an estate strategist in-house for a document review?

If your company does not have an estate strategist in-house, the Vanilla Estate Abstractions Services team will review your clients’ documents and transform them into the key pieces of data that become the Client Profile.

AI-Powered Estate Reviews

Transform existing client plans into clear visual summaries

Identifying your client’s estate planning needs and helping them understand their plan can be hard. With engaging onboarding and AI-powered document reviews, it’s easy to organize family, financial, and estate information, all in one visual summary.

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“V/AI has been a huge productivity boost for our planners using Vanilla Estate Builder. With the new V/AI Automatic Profiles, we are excited about how we can scale our estate planning conversations across every advisor.”

Julie Olander, CFP, CTFA, AAMS
Senior Wealth Planner

Instantly summarize estate plans with V/AI™

Get hours back in your day with V/AI, Vanilla’s AI engine. V/AI will read your clients documents, summarize them, and instantly create a draft estate profile for you. All you have to do is review the output, make any adjustments, and create a branded client deliverable.

Automatically diagram any estate, regardless of complexity

With Vanilla Estate Builder, easily turn documents into diagrams, create custom provision notes, and provide visual advice to your clients.

Let us do the work for you

Our in-house team of experts will handle the document review for you with Vanilla Abstraction Services.

Save hours finding terms in documents with V/AI for Estate Builder

For advisors and planners who leverage our Estate Builder, they can save hours finding key provisions and quickly creates estate visualizations that support for hundreds of fact patterns.

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Other features for building visual estate plan reviews

Estate Health Check

Expedite client intake

Rapidly assess your client’s estate planning needs or build relationships with prospects with the Estate Health Check. Customized results and helpful content suggest next steps.

Collaborative Onboarding

Accelerate onboarding

Save time during onboarding by inviting your client to collaborate in building out their complete profile. Easily review the family, financial, or estate information they provide.

Abstraction Services

Document reviews done for you

Save hours in your day by letting Vanilla’s team of professionals review and transform your estate documents into clear and simple visuals.

Balance Sheet

Unlock your clients’ entire financial picture

Build a summary of your client’s total wealth, specific details about assets by ownership, what’s inside versus outside the taxable estate, what’s liquid vs illiquid, detailed estate plan diagrams and the total estimated estate tax.

Integrations and Imports

A quicker way to gather client information

Integrations with performance management systems and CSV imports with popular tools like eMoney eliminate manual entry and make it easy to bring in financial account data.

“V/AI saves me so much time by entering in all of the ancillary document information, allowing me to focus on complex disposition structures.”

Arielle Lederman
Senior Advisor, AdvicePeriod

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Frequently Asked Questions

At a minimum, we recommend that you onboard clients who have dispositive documents (revocable trust and/or will). If your clients do not have these documents, you can invite them to consider using Vanilla Document Builder to create core documents (revocable trust, pour-over will, health care directives, and power of attorney) they may need, and that information will seamlessly integrate into Vanilla.

In order to create the most robust profile that provides a complete picture of your client’s estate, you need to provide the family information, financial data, and estate planning documents. Your clients can also provide this information if you invite them to Collaborative Onboarding. Financial information includes bank accounts, stock portfolios, real estate, brokerage accounts, personal property (i.e. art and car collections), and retirement accounts. With this information, Vanilla will be able to create the dynamic visualizations of the estate plan.

Yes, you can send an existing client an invitation to Collaborative Onboarding and they update their information at any point, pre or post abstraction.

If your company does not have an estate strategist in-house, you can use Vanilla Abstraction Services to abstract your clients’ documents…”clients’ documents and transform them into the key pieces of data that become the Client Profile.

Vanilla abstracts data directly from estate documents submitted by an advisor and enters it into Vanilla to visualize the key aspects of the client(s)’ planning. This includes document names, date of execution, governing law, specifically named parties (beneficiaries, fiduciaries, etc.), planning structure at death of client and spouse (if applicable), key trust provisions, and opportunities for additional planning. Vanilla Abstraction Services do not include abstraction or calculations of unsupported fact patterns, provide legal advice or determinations, offer tax advice or determinations, or make qualitative assessments of the documents.

No, we currently have integrations with Black Diamond, Orion and Addepar so you can pull in your clients’ account information. Additionally, we have a CSV upload so you can pull information from a portfolio management system, financial planning tool, or CRM and upload it to Vanilla.

Yes, Vanilla takes all of your client’s household information, financial data, and estate documents to create the dynamic visualizations of the estate plan. Our AI engine VAI automatically reads a client’s estate planning documents and suggests key information that Estate Builder uses to create the estate diagrams and visualizations.