Build the practice clients never leave.

Turn estate planning into your growth engine. Win larger clients. Capture the next generation. All from the only patented, AI-powered platform that handles everything from first plans to billionaire estates.

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Become the trusted advisor for life’s most important decisions

Deepen relationships, drive retention, and grow AUM. All from one platform.

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Vanilla is a one-stop shop—it supports our efforts in prospecting, building trust, winning business, and creating efficiencies. It feels like there’s something new every week, and we’re excited to keep expanding what we can do with it.

Matt Marini, CFP®
Wealth Advisor, Coastal Bridge Advisors

Patent-protected technology built for advisor success

AI-powered workflows that assess client needs, model strategies, build documents, and deliver results—all without leaving the platform.

Estate Health Check

Start every relationship right. Know where every client stands with a simple questionnaire that reveals planning gaps, identifies opportunities, and converts insights into action across your entire book.

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Document Builder

Turn insights into action. Clients complete wills, trusts, and essential documents through guided questionnaires—while you uncover details that deepen your understanding of their complete financial picture.

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V/AI

The industry’s first AI-driven estate planning assistant. Handle everything from document analysis, data extraction, and planning research in minutes—freeing you to focus on strategy and relationships.

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Scenarios

Model GRATs, SLATs, and charitable strategies in minutes. Show real outcomes, compare approaches side-by-side, and win planning engagements in your first meeting.

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The most trusted name in estate planning

Meet our customers

“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”

JEFF LIPPENS,
PRESIDENT & CIO

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Backed by Industry-Leading Expertise

32,000

Client Profiles

60,000

Estate Documents Processed

180+

Years of In-House Expertise

Awarded and recognized across the industry

Awarded and recognized across the industry

Awarded and recognized across the industry

Awarded and recognized across the industry

Resources for advisors & clients

Guide

Steve Lockshin’s Estate Planning Playbook

A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and...

Guide

A guide to trusts for estate planning

Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This...

Blog

The four ways Artificial Intelligence (AI) will transform estate planning

We’ve been hearing a lot about AI recently, and for good reason. The innovation happening with Large Language Models (LLMs) and Generative AI are remarkable,...

Explore resources

We think that Vanilla’s accuracy is the best we’ve seen. The reports are aesthetically pleasing, and especially the comprehensive estate planning presentation—clients and prospects love it.

Mallon FitzPatrick, CFP®, AEP®,CLU®
Managing Director, Principal, Head of Wealth Planning, Robertson Stephens

Speed, Scale, and Client Engagement: How Robertson Stephens Elevates Estate Planning with Vanilla

Frequently Asked Questions

Estate planning software helps financial advisors, lawyers, and individuals analyze existing estate plans, identify gaps, calculate potential federal and state estate tax liabilities, and create new planning documents such as trust, wills, power of attorney, and healthcare directives. It can automate many of the manual tasks involved in estate planning, such as drafting documents, calculating taxes and waterfalls, and building visualizations to explain how the plan works.

Advisors need estate planning software because it can help them:

Provide better service to their clients by helping them create comprehensive and effective estate plans.
Understand their clients balance sheet and total net-worth.
Create a deeper connection to the client and their goals.
Retain assets by creating a connection with the second generation.

Estate planning software can help advisors educate clients about estate planning and build trust and rapport through using a modern, interactive experience.

Yes, Vanilla can help with tax planning as part of its estate planning software. It can help advisors calculate the potential federal and state estate tax implications of each client’s current estate.

Estate planning can be complex. The right estate planning software will simplify the process for the advisor, attorney, and client. It will streamline onboarding and turn dense documents and legalese into easy-to-understand diagrams. Estate planning software can help with estate strategy and scenario planning and even create legal documents. To better understand how to evaluate estate planning software, download our buyer’s guide.

Vanilla’s estate planning software is available today for wealth management firms and law firms, priced based on each firm’s individual needs. Please contact sales for a custom quote.

Estate planning software should help users do four things – organize and visualize a family’s existing plan, strategize potential opportunities, offer online document creation, and create a collaborative online space for accessing current estate plans and documents. Estate planning software needs to account for complex fact patterns, multiple types of trust documents, state and federal tax laws, and have a robust reporting engine.

Estate planning software also needs to be easy to use, integrated to other financial technology systems, secure, and offer best-in-class customer service.

Vanilla is used by many attorneys. It helps streamline client onboarding and shows clients how even complex estate plans work with easy-to-understand visualizations. The Vanilla platform also enables attorneys to play out how various legal and financial instruments will impact an estate plan in the future.

Yes – Vanilla turns dense legal documents and estate strategies into easy-to-understand, interactive diagrams. These visualizations help clarify the plan for the advisor and client alike. See how trusts are structured, how assets flow on first and second death, and more. See how Vanilla can visualize your client’s estate plan.

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