Elements App vs Vanilla Safe

The cornerstone of the Elements Financial Planning System™, this app gives financial advisors and their clients the foundation on which to meaningfully communicate about financial goals and progress. It’s also the home of the Elements Scorecard, an innovative new way to quickly assess financial health. Terms of Use: https://getelements.com/terms-conditions

When something happens, open the app and know exactly what to do. State-specific, step-by-step guidance walks you through the right actions in the right order: medical emergency, death, or urgent document access. No panic. No waiting for a call back. What's inside your Legacy Safe Key Documents — Wills, trusts, powers of attorney, and healthcare directives, stored securely and accessible to the right family members when needed Key People — Invite and manage your own first-call contacts, family members, and fiduciaries. The right people named and ready before a crisis hits Account Information — Pre-populated from Vanilla where available, or link accounts directly via Plaid. A complete financial picture from day one Take Action — State-specific, step-by-step guidance for any emergency: medical crisis, death, or urgent document access. Guided through exactly what to do and who to call first