Vanilla
Visual estate planning with diagrams, document generation, client collaboration.
Overview
Modern estate planning platform for advisors. Visual estate diagrams, document generation, client collaboration, and integration with planning software. Simplifies complex estate conversations.
Key Features
- Visual estate diagrams
- Auto-generate documents
- Client collaboration portal
- Trust funding tracker
- Scenario modeling
- Integration with planning tools
Integrations
eMoneyMoneyGuideProRightCapitalOrionWealthboxRedtailDocuSign
Details
- Platforms
- Web, API
- Target Users
- Estate Planners, RIAs, Trust Officers, Attorneys
- Pricing Model
- Subscription
- Starting Price
- USD 199/mo
- Full Pricing Details
- From $199/mo per firm