Build the
practice clients
never leave.

Turn estate planning into your growth engine. Serve clients across the wealth spectrum, from first plans to billionaire estates, on the only patented, AI-powered estate planning platform built for advisors.

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Estate planning software dashboard with financial data and advisor insights.

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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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Estate planning document analysis interface extracting key financial and legal information.

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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AI-powered estate planning assistant generating insights and recommendations for advisors.

V/AI

The industry’s first AI-driven estate planning assistant. Instantly generate plan summaries, review existing estate plans, and extract data from documents in minutes — freeing you to focus on strategy and relationships.

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Estate planning scenario modeling tool comparing wealth strategies and tax outcomes.

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

Resources for advisors & clients

Guide

Estate planning advisor playbook featuring financial strategies, frameworks, and client planning insights.

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

Estate planning trust strategies for wealth transfer and tax optimization.

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

Frequently Asked Questions

Vanilla is an estate planning platform built for financial advisors, RIAs, and wealth management firms. It gives advisors the technology, expertise, and workflows to uncover planning opportunities, review existing estate documents, model strategies, and deliver estate planning consistently across their entire book of business, from foundational plans to complex, high-net-worth structures.

Vanilla is built for the advisor-client relationship, blending AI-powered technology with 180+ combined years of trust and estate expertise, and the only patented estate planning solution built specifically for financial advisors. Advisors have modeled more than $250 billion in client assets on the platform.

Where other platforms stop at document creation or generation, Vanilla helps advisors analyze existing plans, visualize complex structures, and model strategies — with a dedicated in-house team of former practicing attorneys and the Vanilla Attorney Network available when human expertise matters most. It’s the depth of that human layer, alongside the technology, that firms trust when the stakes are high.

No expertise required. Vanilla is designed so financial advisors can lead estate planning conversations confidently without deep legal specialization. Guided workflows, client-friendly visuals, and a dedicated in-house team of former practicing attorneys — Vanilla’s Abstraction Services — help advisors deliver estate planning with clarity and consistency across every client relationship.

Existing documents are often where Vanilla delivers the fastest value. Advisors can upload client documents directly, and Vanilla’s Abstraction Services team of former practicing attorneys reviews and transforms them into clear, visual estate summaries that surface outdated provisions, planning gaps, and actionable next steps. No waiting on clients to gather paperwork or attorneys to explain what they have.

Yes. Vanilla is built to serve clients across the full wealth spectrum, from individuals with straightforward estate planning needs to high-net-worth and ultra-high-net-worth families with complex structures. Advisors get scenario modeling, advanced planning workflows, and access to the Vanilla Attorney Network, so they can serve every client relationship from a single platform.

Vanilla AI (V/AI) is built into the platform and gives advisors AI-powered tools to extract and populate estate profiles from documents, generate contextual summaries, and get answers to estate planning questions through an AI Copilot — all within a secure, compliant environment. Every AI-generated output is clearly marked and editable before acceptance, and V/AI can be enabled or disabled at the firm level. Critically, no client data is ever used to train AI models. For cases where AI alone isn’t enough, Vanilla’s in-house team of former practicing attorneys provides the human review layer that technology can’t replace.

Yes. Vanilla has completed four consecutive SOC 2 Type II audits with zero findings. Trusted by leading firms including Vanguard, Mariner, and Robinhood, Vanilla is built for the security, reliability, and scalability that enterprise wealth management firms require.

Holistic wealth management starts here

Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.

Build the practice clients never leave.

Patent-protected technology built for advisor success

Holistic wealth management starts here

Build the
practice clients
never leave.