With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing standout estate planning advice.
Simplify Estate Planning
Estate planning can feel overwhelming. Vanilla helps you offer tailored, easy-to-understand plans that fit each client’s unique needs.
Increase AUM Effortlessly
Estate planning isn’t just another service – advisors using Vanilla have increased their AUM by up to 50%.
Secure Lasting Relationships
Vanilla helps you build lasting relationships with the next generation, ensuring you’re a trusted advisor for years to come.
Standout, Attract More Clients
Vanilla’s estate planning platform gives you an edge, helping attract new clients and grow your practice.
Give clients a modern way to get estate planning documents and keep your team in the loop on their progress. Learn more.
Help clients and their loved ones understand their estate plan with family, financial, and estate information all in one place. See how.
Project a client’s wealth and potential tax liability and model planning scenarios to help mitigate their taxable estate. See how it works.
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.
Advisors can give clients a faster, easier way to get a revocable trust, pour-over will, power of attorney, and healthcare directive. Vanilla’s Document Builder gives clients a core plan and gives their advisor a visual map of how that plan works.
Advisors can help their clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details about specific parts of the estate including assets, provisions, beneficiaries, and fiduciaries.
See a detailed summary of your clients’ entire estate. The balance sheet shows how assets are titled, entity structure, and other information like life insurance so you can show the long-term value of estate and tax planning.
Advisors can easily customize and build reports to send their clients the details of their estate plans. Select which details are relevant for each client.
Michael Rossi, CFP®
Financial Advisor
Advisor Resources
