Honest comparison
Vanilla vs WealthScan
Estate planning software for advisors. Here's an honest look at where each platform shines and how to decide.
What Vanilla is
Vanilla helps advisors build, visualize, and update client estate plans.
Where Vanilla shines
- Polished estate visualization and document workflow.
- Attorney-network options for plan drafting.
- Strong fit for HNW advisor practices.
Best for: Advisor-led estate planning visualization.
Where WealthScan is different
- WealthScan brings the estate attorney into the same workspace — not just a visualization for the advisor.
- The household owns the document vault; the attorney plugs in.
- Estate planning sits alongside tax, planning, and household data in one view.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
FAQ
Does WealthScan draft estate documents?
No — WealthScan is the coordination layer. Your client's estate attorney drafts. WealthScan keeps the documents, beneficiaries, and intent aligned with the rest of the household's financial life.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.