New offering brings institutional-grade estate planning capabilities to boutique advisory firms at accessible pricing
BELLEVUE, Wash.–(BUSINESS WIRE)–Vanilla, the leading estate planning technology platform trusted by several of the country’s largest wealth management firms, today announced the opening of the waitlist for Vanilla Starter, a groundbreaking solution designed to make professional estate planning services accessible for boutique RIA firms. Built on the same proven, institutional-grade technology that serves ultra-high-net-worth clients, Vanilla Starter will launch with pricing starting at $99 per month.
Solo practices and small RIA firms have long faced a critical challenge: wanting to offer estate planning services in-house but lacking the resources, expertise, or technology to compete with larger firms. Vanilla Starter eliminates these barriers by providing essential estate planning tools specifically designed for small practices ready to launch professional estate planning services.
“We’ve heard from hundreds of advisors who want to add estate planning capabilities but need a solution that meets them at their starting point,” said Gene Farrell, CEO of Vanilla. “Vanilla Starter delivers exactly what these firms need—the same institutional-quality technology our comprehensive platform is built on, focused on the essential tools to get started confidently and cost-effectively.”
Making Estate Planning Accessible
Vanilla Starter addresses the unique needs of solo practitioners and small RIA firms by providing:
- Professional Document Generation – Create sophisticated estate planning documents using institutional-quality templates and guidance in Vanilla Document Builder™
- Estate Health Check – Quickly identify planning opportunities with the same analysis tools used on the comprehensive platform
- Essential Calculators – Model basic estate and insurance strategies
- Attorney Network Access – Clients can tap into state-specific guidance from the Vanilla Attorney Network when needed
- Launch Package – Professional marketing materials and training resources to introduce services with confidence
The solution is built on Vanilla’s proven technology platform that has processed over 45,000 estate documents and modeled $250+ billion in client assets, ensuring reliability and professional results from day one.
Early Access Benefits
Advisors who join the waitlist will be among the first to access Vanilla Starter when it launches next month, with exclusive early adopter pricing and benefits. The waitlist also provides Vanilla’s product team valuable insights to ensure the final offering precisely meets market needs.
“Estate planning shouldn’t feel out of reach,” said Farrell. “Vanilla Starter is about reducing the barriers to entry and giving advisors a straightforward, effective way to begin making an immediate impact for clients of all wealth levels.”
Clear Path for Growth
Vanilla Starter provides a natural stepping stone with seamless upgrade capabilities to Vanilla’s comprehensive platform as a practice grows. All client data and documents migrate effortlessly, ensuring continuity as firms scale their estate planning services.
The solution is designed for the solo and small-team RIA practices serving mass affluent clients and seeking to differentiate their practices with comprehensive wealth management capabilities.
To join the Vanilla Starter waitlist and secure early access pricing, visit justvanilla.com/starter.
About Vanilla
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.
Contacts
Rocco Aloe
Gregory FCA for Vanilla
[email protected]
