Vanilla

Jul 24, 2025

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Vanilla Secures US Patent for Groundbreaking Estate Planning Technology for Financial Advisors

Bellevue, WA — July 24, 2025 — Vanilla, the modern estate planning platform that simplifies and elevates the advisor-client experience, announced today that it has been granted a U.S. patent for its innovative event-based resource allocation system. This proprietary technology underpins many of the platform’s most advanced capabilities, including report automation, waterfall calculations, estate visualizations and abstractions, and AI-powered opportunity discovery.

The patented system represents a major breakthrough in estate planning technology, utilizing advanced machine learning models and real-time event processing to transform how financial advisors manage and allocate client resources. This technology addresses the complex challenges of estate planning by automatically generating personalized resource allocation visualizations, notifications, and projections based on dynamic client circumstances and regulatory changes.

“This patent represents years of innovation in solving one of the most persistent challenges in estate planning—keeping plans current and accurate in an ever-changing world,” said Amjad Hussain, lead inventor and Vanilla CTO. “Our system transforms static estate documents into dynamic, responsive plans that seamlessly adjust to life events and regulatory changes.”

The newly issued patent broadly covers methods and systems for dynamically processing, allocating, and visualizing resources through rule-based and machine learning models. It enables real-time estate modeling and recalculation in response to document-driven inputs, streamlining previously manual and error-prone processes. Core elements of the patented system allow Vanilla to automate highly complex estate planning operations, including the transformation of static estate documents into interactive visualizations, and the dynamic computation of asset transfers across beneficiary structures.

“Receiving this patent is a milestone moment for Vanilla as we define the category and lead the charge in estate planning innovation,” said Gene Farrell, CEO of Vanilla. “For too long, advisors have struggled with outdated, manual processes that leave estate plans vulnerable to changes in circumstances and regulations. Our patented technology doesn’t just digitize the existing process, it fundamentally reimagines how estate planning should work in the modern era, providing advisors with the tools they need to serve their clients with unprecedented efficiency and accuracy.”

Vanilla’s patented technology is central to its mission to simplify estate planning for advisors, clients, and families. By intelligently parsing and modeling estate documents, Vanilla enables advisors to create tailored, comprehensible estate plans and visual summaries—reducing administrative burdens and deepening client trust.

The patent supports Vanilla’s continued investment in artificial intelligence, data abstraction, and scalable planning workflows that meet the demands of modern wealth transfer and estate administration.

For more information about Vanilla and its estate advisory solution, visit www.justvanilla.com.

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 www.justvanilla.com.

Media contact: vanilla@calibercorporate.com

The technology described in the patent was developed by inventors Amjad Hussain, Kei Daniel Yasui, Alexander Pines, Samuel Winthrop Trapkin, Steven D. Lockshin, and Eugene Michael Farrell.