Automated Estate Planning Client Onboarding
When a new client is added in Vanilla, WebRun completes their initial estate profile, creates a draft DocuSign engagement letter for advisor review, and posts the advisor a Slack kick-off summary with the client's details and recommended first steps.
How do I automatically kick off estate planning onboarding for a new client?
When a new client is added in Vanilla, WebRun sets up their initial estate profile, runs an Estate Health Check, drafts an engagement letter in DocuSign ready for the advisor's approval, and posts a Slack kick-off summary with the client's details and the three recommended first steps. Everything is drafted. Nothing goes to the client until the advisor signs off.
- Every new client gets a consistent onboarding experience from day one
- Draft engagement letters are ready for advisor review within minutes of a new client being added
- Advisors never have to manually set up a Vanilla profile or draft an initial letter
Built for financial advisors · estate planning attorneys · wealth management firms · RIAs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.justvanilla.comin a real browser with your saved login - no setup, no API keys. -
1
Vanilla - set up initial estate profile and checklist
justvanilla.com
WebRun opens Vanilla to set up initial estate profile and checklist. - Open Vanilla and navigate to the newly added client record
- Confirm the client's basic profile information is complete, including name, date of birth, and family structure
- Initiate an Estate Health Check if one has not yet been started for this client
Done when The new client's Vanilla profile is set up with a Health Check initiated.
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2
DocuSign - draft engagement letter for advisor review
docusign.com
WebRun opens DocuSign to draft engagement letter for advisor review. - Create a draft engagement letter envelope in DocuSign pre-filled with the client's name and the advisor's firm details
- Set the recipient as the new client but leave the envelope in draft status for the advisor to review
- Never send the engagement letter to the client without advisor approval
Done when A draft DocuSign engagement letter envelope exists for the new client, held for advisor review.
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3
Slack - post advisor kick-off summary with next steps
slack.com
WebRun opens Slack to post advisor kick-off summary with next steps. - Post a kick-off message to the advisor's Slack channel with the new client's name, the Vanilla profile link, and the DocuSign draft link
- List the recommended first three steps for the advisor to complete
- Flag the engagement letter as requiring approval before it is sent to the client
Done when Advisor receives a Slack kick-off summary with all links and next steps for the new client.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the engagement letter to the client automatically?
No. The engagement letter is created as a DocuSign draft and held for the advisor to review and approve. Nothing goes to the client until you release it.
What information does it need from the new client record?
It reads the client's name, date of birth, and family structure as entered in Vanilla. If those fields are incomplete, it flags the gaps in the Slack kick-off message so the advisor can fill them in first.
Does it work for estate updates or only brand-new clients?
It is triggered by a new client being added to Vanilla. For existing clients, the estate plan review and beneficiary update templates handle ongoing updates separately.
Related templates
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