The first AI-powered estate advisory platform
Everything you need to deliver highly personal estate planning for every client. Get started in minutes and leverage deep expertise, powered by AI.
Why Vanilla?
The only estate advisory platform that
- helps advisors 3X their growth
- supports clients of all sizes
- has processed 40,000+ documents
- is built on 180+ years of experience
- is trusted by the largest institutions
Visual, intuitive client touch points are where the rubber hits the road. Vanilla’s output has been used to win billions of dollars in AUM.
Pressure-tested across a broader range of use-cases than any other solution, with 50k+ documents and $250B+ connected assets
Vanilla was built as a turnkey service offering, allowing any firm to deliver an enterprise-grade estate planning experience to their clients.
Transform how you engage with
clients and prospects
Vanilla helps advisory teams have the perfect conversation for every stage of the client journey, from mass affluent to UHNW
1 • Start the conversation
Start the conversation with Estate Health Check™
Quickly engage prospects and clients in a differentiated way with a branded Estate Health Check™ questionnaire.
2 • UNDERSTAND “TODAY”
Help your client truly understand their plan and identify gaps
“Wow” your prospects and clients with visual summaries of their existing plan and identify opportunities to add value
3 • Align their plan
Protect your clients with documents built by the best in the industry
Offer estate planning document creation and updates at no cost to your client base, with document templates drafted by industry leaders and supported by the largest attorney network in the space.
“It’s a more sophisticated product that aligns with a comprehensive financial planning process”
SERVICES + ECOSYSTEM
The largest network of attorneys and value-added services
100+ Attorneys
Attorney Network
The largest attorney network in the space with over 100 attorneys and legal professionals serving all 50 states. End-to-end support from drafting to funding with flat-fee pricing. Managed under one roof and built for advisors.
40k+ Documents
Abstracted In-House
In-house abstraction services performed by highly experienced T&E team with 100+ years of collective experience, assisting our customers in the comprehensive abstraction of estate planning documents
14 Courses
10 HOURS OF CE-ELIGIBLE CONTENT
Extensive library of educational content from estate planning 101, advanced planning concepts, to using Vanilla in client conversations. 8 courses of CE-eligible content.
4 • Connect Assets
Illustrate the impact of the client’s assets on their beneficiaries
Connect to popular integrations like eMoney to give your client a unique picture of “who gets what” with a detailed, accurate model of how their estate plan interacts with their assets
5 • Plan for the Future
Explore scenarios to model tax efficiency and impact on beneficiaries
Model popular estate planning strategies like ILITs, GRATs, and IDGTs to showcase the impact of planning both now and in the future, with the ability to toggle between multiple scenarios
“[Vanilla’s] analysis was eye opening for our prospect, and now new client”
6 • Add Ongoing Value
Proactively highlight
opportunities
Differentiate with AI-powered engagement opportunities trained on 180 years of T&E experience, from basic maintenance opportunities like asset titling to more advanced planning
Vanilla for Planners
The most widely adopted estate platform for planners
Vanilla supports many of the largest enterprise planning teams and family offices in reaching new levels of scale
Built to create more consistency and scale in the workflows between advisors and in-house planners supporting their clients
Pressure-tested over the course of years to support thousands of edge-cases and fact patterns, including thousands of UHNW estates
V/AI for Estate Builder supercharges the planner experience by automatically extracting key document information and highlighting potential issues
Security + Compliance
Trusted by Fortune 100 banks with the highest levels of security
Enterprise Grade Security
Best in class security and capabilities, such as data encryption (AES-256), multi-factor authentication (MFA), single-sign-on (SSO), and audit capabilities. SOC 2 Compliant.
Continuous Monitoring + Detection
Real-time monitoring and AI-powered threat detection safeguard against evolving cyber threats. Multiple layers of defense including perimeter protection, network isolation, and access control.
Regular Audits + Compliance
Independent third-party audits to validate adherence to stringent security standards. Regular testing for vulnerabilities through penetration testing.
And so much more.
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.