Read the 2025 State of Estate Planning Report
By Role
For Advisors
For Estate Planners
For Family Offices
For Enterprises
Key Features
On-Demand Estate Plans
Protect clients' estates with a modern trust.
AI-Powered Estate Visualizations
Help clients understand their existing plan.
Tax Projections and Optimization
Project and model tax planning strategies.
Resources
Guides
Client Materials
Vanilla Academy
Customer Stories
Blog
Webinars and Videos
Support
Trust and Compliance
Company
About Us
Join Our Team
Contact Us
In the News
featured resource
Vanilla Helps Mariner Wealth Advisors be at the Forefront of Estate Planning
Vanilla Plan Snapshot
The Vanilla Estate Planning Playbook (updated for 2025)
The Buyer’s Guide to Picking the Best Estate Planning Software for Financial Advisors...
See AB Trust.
Mandatory Distribution
Marital Trust
Ready to get started?
Talk to our sales team today.
