With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.
With Vanilla, trust and estate attorneys can simplify the estate planning process, increase client satisfaction, and create efficiencies from intake to document execution.
Vanilla adds incredible value to client planning conversations. It helps us remain proactive and prepare clients for the future.
Dana Foley
Founder & Partner, Accelerant Law
Quickly produce detailed estate plan visualizations from client documents with guided templates and workflows.
Replace PowerPoint and spreadsheets with software that creates estate tax estimates, asset distribution totals, and client reports, all in one place.
Illustrate the potential impact of additional planning strategies and help clients prepare for the future.
Expedite client intake and standardize your offering with templates purpose built for estate planning.
Build dynamic visuals of estate plans that are fully integrated with financial and family data.
Leverage Vanilla’s AI engine to read and abstract key details from existing plans.
Attorneys can help clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details including assets, provisions, beneficiaries, and fiduciaries.
Ensure your clients understand the impact of estate taxes on their plans. Get estimates of potential federal and state estate tax liability.
Show multiple estate planning scenarios now and in the future to illustrate the impact of planning.
Set up a comprehensive client profile with Collaborative Onboarding and rapidly assess your client’s needs with the Estate Health Check.
Create a customizable report with your firm’s branding that details the entire estate plan.
My clients love seeing distributions change in Vanilla as we visualize and talk through "what-if" scenarios, such as adding in a SLAT.
Kevin Donovan JD
Partner, Founder, The Art of Planning
Resources for estate planning attorneys
Guide
Vanilla
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Apr 04, 2023
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
Webinar
Vanilla
•
Apr 26, 2024
A panel discussion with The Art of Planning founder Kevin Donovan on how T&E attorneys can prepare for the coming gift tax exemption sunset.
Video
Vanilla
•
Dec 22, 2023
Vanilla Estate Builder transforms the most sophisticated estate plans into simple, easy-to-understand diagrams and interactive visualizations. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.
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