Case Study: Dogwood Wealth Management scales personalized estate planning with Vanilla

Dogwood Wealth Management onboarded 75% of clients into Vanilla's portal

Dogwood Wealth Management, a family-centered wealth advisory firm, faced the challenge of efficiently scaling their personalized estate planning services. They initially used Vanilla to visualize complex legal documents but needed a more robust solution for document abstraction and generation to improve efficiency, especially when dealing with complex trusts in non-community property states.

Vanilla responded by quickly adding support for the required trust types and maturing its document generation tools. The solution allowed Dogwood to fully transition to Vanilla, streamlining their process and enabling deeper client conversations. This resulted in over 75% of their clients being onboarded into Vanilla's portal and was central to a meeting that led to new client acquisitions from an existing client's family.

Dogwood Wealth Management