Read 5 Vanilla reviews and testimonials from customers, explore 5 case studies and customer success stories, and watch customer videos to see why companies chose Vanilla as their undefined

Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.

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Customer Rating Review Scorebased on 902 reference ratings
4.8/5.0 (902)
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5Testimonials

  • “Estate Planning is crucial, and Vanilla is on the forefront of making our lives as advisors easier when it comes to talk about, helping with, during and after their lives.”

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5 Case Studies

  • How Tyler Gray, CFP®, AIF®, CKA® at SageOak Financial Uses Vanilla to Provide a Scalable Estate Planning Process for All of His Clients

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Read Vanilla Reviews, Testimonials & Customer References from 5 real Vanilla customers.

Browse Vanilla Case Studies, Customer Success Stories, & Customer References from 5 businesses that use Vanilla.