On-demand estate plans

Put estate plans in your clients’ hands

 

Vanilla gives your clients the flexibility to create estate plans to protect their legacy. With a simple, guided questionnaire, they’ll get high-quality estate plans, while you stay focused on delivering expert advice. It’s estate planning made easy–for both you and your clients.

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Estate Planning Packages

Not all estate plans are created equal

With Vanilla Document Builder™ you can offer all your clients a modern way to get trusts and wills, then support them with ongoing estate advisory. You also get templates that were crafted in partnership with top estate attorneys. This means you can rely on the plans your clients get–at no extra cost.

Essentials

For clients with adult children and want to prepare for emergencies.

Health Care Directive

  • HIPAA disclosure

Financial Power of Attorney

Will

For clients who need a basic estate plan.

Last Will and Testament

  • Outright Distribution
  • Testamentary trusts

Health Care Directive

  • HIPAA disclosure

Financial Power of Attorney

Basic Trust

For clients who need a comprehensive estate plan.

Revocable Trust

  • Disclaimer planning
  • Certification

Pour-Over Will

Health Care Directive

  • HIPAA disclosure

Financial Power of Attorney

Advanced Trust

For clients who require more sophisticated planning.

Revocable Trust

  • Credit Shelter Trust
  • Certification

Pour-Over Will

Health Care Directive

  • HIPAA disclosure

Financial Power of Attorney

A modern way to create documents for estate planning

Easy and educational

Vanilla makes estate planning clear, simple, and stress-free by providing intuitive tools and educational content that guides both advisors and clients every step of the way.

Visualize estate plans

Estate plans, perfected

Built by the best. Our estate planning templates are crafted by elite attorneys recognized as the top in their field, elevating every document to a higher, unmatched standard.

Stay involved

Vanilla keeps advisors engaged, helping you stay a trusted partner every step of the way. In the end, you get a visual diagram showing how the estate plan fits together.

“Vanilla feels more high-end because it’s asking questions that are a little bit more advanced. It’s a more sophisticated product that aligns with a comprehensive financial and estate planning process. This is not something you get with other platforms.”

Christian Hutchins, CFP®, AIF®
Partner & Wealth Advisor

See how it’s done with Vanilla Document Builder™

Create estate planning documents with a simple and intuitive questionnaire

Clients answer questions through a step-by-step process that generates their estate planning documents.

Deliver sophisticated plan options

Clients can choose multiple options based upon their needs such as a QTIP marital trust or outright distribution to spouse, aged-based trust distributions for assets left to people in trust, and a perpetual pot trust for some or all assets left to children or descendants.

Easily track the status of your clients’ estate documents

Invite your clients to create core estate planning documents. Monitor the status of invites sent and your clients’ progress to ensure they’re successfully completed and executed.

Printed documents sent directly to your clients for execution

Everything will be printed and shipped directly to your clients in a beautifully designed package so that they can be duly executed.

Visualize estate plans directly in Vanilla

Information from the estate documents flows directly into Vanilla so advisors can immediately see the specific fact patterns and integrate their clients’ financial data.

Experienced attorneys when you need them

Give clients access to a network of over 100 estate planning attorneys in all 50 states. Learn more.

Discover more ways to use Vanilla

 

Visualize estate plans

Interactive Estate Visualizations

Learn more

Deliver ongoing estate advice

Tax Projections & Optimization

See how

Frequently Asked Questions

Yes! Vanilla Document Builder is included in every Vanilla Subscription. For customers on our Advisor Advanced and Planner packages, you can offer document creation to all your clients, subject to your organizational limits. For customers on our basic subscription, documents offered via Vanilla Document Builder are priced a la carte.

Yes, for those who prefer direct attorney involvement for bespoke planning and post-plan tasks—like funding trusts, drafting deeds, and maintaining primary residence assessments—Vanilla offers an attorney engagement option through a nationwide network. While this is available, most users opt for the intuitive, efficient software-driven process instead.

The Essentials Package includes a Health Care Advance Directive (HCAD), Financial Power of Attorney (FPOA), and HIPAA Disclosure.

You can read more about what’s included in our Essentials Package here.

The Basic Trust Package includes a Pour-over Will, Revocable Trust, Power of Attorney, Health Care Directive, and Certification of Trust. You can read more about what’s included in our Basic Trust Package here.

Yes, an advisor has to be a customer of Vanilla in order to invite their clients to consider creating estate plan documents with Vanilla Document Builder. However, a client can create their documents without having their estate plan visualized and reflected in Vanilla.

At the moment, we only support document creation for estates within the United States.

The templates for the documents have been created by leading trust and estate planning experts and is a self-service model without direct attorney engagement. We plan to offer an option to engage with an attorney in the near future.

At the present time, we are not offering documents directly to clients. An advisor would need to invite their client into Vanilla Document Builder.

Advisors will have access to an “Advisor portal,” which allows them to invite clients to create documents. Invites can be sent to new or existing clients currently on Vanilla.

No, advisors cannot create estate planning documents on behalf of their clients.

An advisor will receive notifications of the status of the client’s estate plan docs creation process, starting with the invite that was sent to the client, the progress of the questionnaire, finalized documents, proof of payment, receipt by mail, and the actual execution. These notifications can be seen within the Advisor Portal and/or received by email by both the advisor and client.