We’re dedicated to helping advisors, planners, and attorneys deliver differentiated advice, expand their client relationships, win new business, and increase your ongoing value by offering simplified, scalable estate planning to every client.

Meet Vanilla

We make estate planning simple

Created to solve an important problem

Vanilla was born out of need. In his career as one of Barron’s top ranked independent advisors, Steve Lockshin understood the power of estate planning to bring enormous value to clients. But he also saw first hand how broken the system was for people of all income levels. It was a costly, convoluted practice made up of a maze of obsolete tools and processes.

In 2019, Lockshin founded Vanilla to simplify and automate the process of estate planning, making it easier for financial advisors and attorneys to give bespoke estate strategies at scale.

With funding from Venrock and Insight Partners and other investors including F. William McNabb III, former CEO of Vanguard Group, Michael Jordan, NBA legend and businessman, and Jason Wenk, advisor and founder and CEO of Altruist, we have been able to assemble a diverse team from wealth management, estate planning, and enterprise software.

"The company has taken the wealth management industry by storm"

— AdvisorHub Magazine

Our values

Customer Obsession

We are customer obsessed

Trust

We build and maintain trust

Collaboration

We work collaboratively as one team

Drive

We are proactive and have a bias for action

Pioneering

Building and growing strategically

Our team

Our team brings together diverse perspectives from wealth management, design, technology, and estate planning backgrounds.

Vanilla was modeled as a remote-friendly company from day one, allowing us to work with the best people as we grow an office in Salt Lake City.

As a fintech startup focused on simplifying a complex space, we have built our team around people that have a passion for building beautifully designed products that make the complex simple.

See Vanilla Careers