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GoodTrust

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What is Vanilla?

Vanilla serves as a comprehensive, AI-powered platform designed for estate planning, addressing the needs of financial advisors, estate planners, and legal experts alike. It streamlines the advisory journey, beginning with an effective client intake through the Estate Health Check, followed by collaborative onboarding and the extraction of essential documents. The process reaches its peak with the development, visualization, and modeling of versatile estate plans. Users can effortlessly generate legal documents on demand, including wills, trusts, powers of attorney, and healthcare directives, either via an intuitive questionnaire or with legal assistance. The platform intelligently extracts crucial data from uploaded files, generating interactive visuals such as estate diagrams, balance sheets, tax forecasts, beneficiary summaries, family trees, and waterfall charts. Moreover, its advanced scenario planning capabilities encompass ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, enabling users to assess various strategies over time and refine their estate plans effectively. This multifaceted tool not only simplifies the planning process but also equips users with the insights needed to make well-informed choices about their clients' legacies, ultimately enhancing the quality of service provided to clients.

What is GoodTrust?

GoodTrust offers a thorough estate-planning service that empowers individuals to develop their own comprehensive estate plans, which include essential components such as wills, trusts, powers of attorney, healthcare directives, funeral directives, and even pet directives, all presented in a straightforward fill-in-the-blank format. The platform is crafted to guarantee that these estate plans are legally valid across all 50 states, enabling each family member to create their own plan without facing additional costs. Notably, GoodTrust features a Digital Vault that securely stores estate planning documents, online account details, and legacy instructions, giving users complete control over who can view and share this sensitive information. The user-friendly interface makes the process easy: individuals answer simple questions about their personal and family details, generate their documents, have them witnessed by two individuals, and then upload the signed documents into their Digital Vault. GoodTrust states that users can finalize their estate planning in as little as 20 minutes, while also providing the option to modify or update plans as circumstances change, making the service both efficient and highly flexible. This adaptability ensures that individuals can keep their estate plans aligned with their evolving lives, providing peace of mind for the future. Additionally, the platform’s emphasis on user empowerment helps to demystify estate planning, encouraging more people to take charge of their legacies without the need for costly legal assistance.