Vanilla Estate Planning Software
Vanilla is the leading estate planning software for financial advisors, designed to grow Assets Under Management (AUM) and build generational client relationships.
Vanilla Estate Planning software is an advanced platform designed to transform the estate planning process for financial advisors, law firms, and individuals. It leverages AI to simplify and automate many of the traditionally complex tasks involved in estate planning, such as drafting documents, calculating taxes, and visualizing an estate plan. The platform is especially beneficial for advisors seeking to provide comprehensive, digital-first service and to engage clients through interactive and educational tools. Financial advisors can use the software to streamline their workflow, retain assets through generational shifts, and provide well-rounded advice that accounts for a total balance sheet and future wealth projections.
By engaging entire family units with personalized, branded, and visually appealing outputs, Vanilla not only deepens client relationships but also facilitates significant revenue growth for advisory practices. It serves as an intelligent assistant in the estate planning journey, offering a blend of rich features such as intuitive flowcharts, quick analysis tools, and AI-powered document generation, fostering a more productive and engaging planning experience.
Pros:
- Comprehensive automation and AI integration
- Improves client engagement with interactive visualizations
- Streamlines complex estate planning processes
- Enhances client retention and firm growth
Cons:
- Customization depends on firm-specific needs and pricing
- Potential learning curve for full feature utilization
- Requires integration with existing financial technology systems
Features:
- AI-Powered Document Generation - Automates the creation of estate planning documents with precision and speed.
- Interactive Estate Visualizations - Converts complex plans into easily digestible visual formats.
- Branded Client Portals - Personalized portals for engaging clients and sharing resources securely.
- Comprehensive Estate Analysis Tools - Provides in-depth analysis of current and future estate plans.
Integrations:
- Financial Technology Systems - Integrates with various financial systems for seamless data flow and reporting.
- Document Management Systems - Supports integration with existing document tools for better management.
Pricing:
- Custom Pricing - Based on the needs of wealth management and law firms.
Implementation Timeline
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Onboarding
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Sandbox
No
Compliance
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