Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
GoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time.
Description
Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$149 one-time payment
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
GoodTrust
Founded
2020
Country
United States
Website
mygoodtrust.com
Vendor Details
Company Name
Vanilla
Founded
2019
Country
United States
Website
www.justvanilla.com