Vanilla Partners with Snapdocs to Launch Mobile Notary, Giving Advisors' Clients a Faster Path to an Executed Estate Plan

New offering connects clients with a nationwide network of 140,000+ credentialed notaries who come to them

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the modern estate planning platform built for financial advisors, today announced the launch of Mobile Notary, a new offering powered by Snapdocs, the leading technology platform for notary and signing workflows across regulated industries. Vanilla’s Mobile Notary brings a vetted, background-checked notary directly to advisors' clients, at a time and location of the client's choosing. It is available now to all Vanilla clients with a finalized plan, accessible directly from their Vanilla dashboard.

An estate plan only protects a family once it has been properly executed. For many clients, that final step is where momentum slows. Coordinating witnesses and a notary around bank hours or a trip to a retail store can leave a finalized plan unsigned for weeks, and for advisors who have guided a client through the harder conversations about legacy and wealth transfer, that gap represents unfinished work.

"Advisors do the meaningful work of helping families plan for what matters most, and they deserve to see that work carried all the way through," said Gene Farrell, CEO of Vanilla. "Mobile Notary gives advisors one less thing to chase and gives their clients a simple, convenient way to finish their plan on their own schedule."

Vanilla clients book an appointment directly through a new Snapdocs integration that is accessible from their Vanilla dashboard. Once signed, clients upload the completed documents to their Vanilla dashboard, giving the advisor full visibility. Snapdocs' network includes more than 140,000 credentialed notaries across all 50 states and more than 70 languages.

“We’re pleased to partner with Vanilla to bridge the estate planning execution gap, making that final step easier for advisors and their clients,” said Todd Maki, VP, Revenue, Settlement & Notary at Snapdocs. “Our goal is to give clients a straightforward, simple path to completion and advisors the confidence and visibility they need to see the process through.”

Mobile Notary requires no setup from advisors. To learn more, visit https://www.snapdocs.com/book-a-mobile-notary/vanilla.

About Vanilla
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at justvanilla.com.

About Snapdocs
Snapdocs is digital infrastructure for the most impactful transactions. The company began in mortgage, one of the most highly regulated and operationally complex industries, and now powers 1 in 5 home lending transactions, providing transparency, efficiency and quality to lenders, title companies, notaries, and borrowers. Drawing on this expertise, Snapdocs has extended its notary and signing capabilities into adjacent markets, including consumer lending, brokerage, estate planning, auto, and asset-backed securities. Supported by a highly-trained customer service team and a nationwide RON and mobile notary network, Snapdocs helps organizations complete high-volume transactions with speed, accuracy, and confidence. For more information, visit www.snapdocs.com.