Vanilla
HQ Address
310 S Main St, Suite 1000, Salt Lake City, UT 84101, United States
Website Address
Business introduction
A modern, visual approach to estate planning
Estate planning is complex – both for professionals and their clients. Our complete estate planning solution demystifies the process, helping visualize, model, and create new plans. We help advisors, planners, and attorneys delight clients with a better estate planning experience
We make estate planning simple
We’re dedicated to helping advisors deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate planning to every client.
Our vision is to help everyone create a meaningful legacy
At Vanilla, we build tools that help financial advisors collaborate on the most intimate planning with their clients—and empower everyone to make the most of their life’s work.
Bringing together innovative technology, design, and industry-leading wealth transfer strategies, Vanilla simplifies and standardizes the estate planning process, enabling advisors to proactively partner with their clients to evaluate, optimize, and evolve their estate plan as clients’ needs change over time.
Vanilla Solutions
Vanilla for Advisors
With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice....
business needs
view solutionVanilla for Estate Planners
Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents....
