Related Products
|
||||||
About
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.
|
About
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Anyone looking for a solution to write, update, and manage their legal will documents
|
Audience
Wealth advisors, estate‑planning attorneys, and in‑house planners seeking a solution to create, visualize, model, and deliver estate plans from intake through scenario analysis
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
Free
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFreeWill
United States
www.freewill.com
|
Company InformationVanilla
Founded: 2019
United States
www.justvanilla.com
|
|||||
Alternatives |
Alternatives |
|||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|