Estate Planning & Trust Planning Integrated Into Your Financial Plan | Vanilla

Estate planning shouldn’t sit in a drawer collecting dust. In this video, Elliot explains how we’re modernizing the estate planning process at OWLFI using the Vanilla platform and integrating it directly into the broader financial plan. Vanilla allows trusts, wills, powers of attorney, and medical directives to be created or restated inside a clean digital system that actually maps out how assets flow. Instead of just reading legal documents, you can see how everything connects. The platform also identifies potential duplication issues, keeps documents aligned with current state laws, and makes ongoing updates simple and efficient. If you already have an existing trust or will, it can be uploaded, reviewed, and restated under today’s regulations. From there, everything integrates into OWLFI Navigator so estate planning, tax planning, and income strategy work together in one coordinated system. If you’d like to learn more or get started, reach out to our office and we’ll walk you through the process via Zoom or in person.