Category: Vanilla Updates

Vanilla

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Sep 17, 2026

Bellevue, WA — September 17, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it was named a winner in the 2026 InvestmentNews 5-Star Technology awards, recognizing the best new technology and software for investment management professionals. The third annual awards were published on September 16, 2026. The recognition arrives a week after Vanilla announced its next chapter of agentic estate planning, and follows the company's win in the Estate Planning: Technology category at the 2026 Wealthies earlier this month. The next evolution of VAI extends an advisor's work across their entire book. VAI is...

Vanilla

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Sep 11, 2026

BELLEVUE, Wash., September 11, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it was named a winner in the Estate Planning - Technology category at the 2026 Wealth Management Industry Awards (the "Wealthies"). The 12th annual awards were held on September 10, 2026 at Cipriani 42nd Street in New York City. The category award recognizes Vanilla's constant innovation in a part of the financial plan that had gone untouched for decades. Estate planning sat at the edge of the advisor relationship because the documents were too dense to discuss and too slow to analyze....

Gene Farrell

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Sep 11, 2026

CEO Gene Farrell shares Vanilla’s vision for agentic estate planning and how AI will help advisors deliver more proactive planning. To the advisors we serve, our clients, our team, and our partners, This week we announced the next chapter of Vanilla, agentic estate planning. Most Americans don't have an estate plan even though most of them know they should. That gap has been sitting in plain view for decades, and it persists because the work was built by hand and priced accordingly. Your client got referred out, waited weeks, paid thousands for documents nobody could tell them were any good,...

Vanilla

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Sep 10, 2026

The next evolution of Vanilla’s AI, VAIⓇ, is designed to read across an advisor's entire book and surface what deserves attention, previewing at Future Proof Festival ahead of general availability later this year. BELLEVUE, Wash., September 10, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced its next chapter with agentic AI at the core. The company is making estate planning a more powerful and proactive practice that delivers greater value and impact to advisors and their entire client book. Vanilla's AI, VAIⓇ, will work across the platform through specialized agents: reading documents to onboard...

Vanilla

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Aug 26, 2026

BELLEVUE, WA (August 24, 2026) — Vanilla, the modern estate planning platform built for financial advisors, today announced it has been named a finalist in two categories at the 2026 ThinkAdvisor Luminaries Awards: Thought Leadership and Education (Firm), and C-Suite Leader of the Year, where President and CEO Gene Farrell and VP of Marketing Emily Tran were both selected. The Thought Leadership and Education recognition honors the research and education program Vanilla has built for advisors over the past year. That work includes the 2026 State of Estate Planning Report, drawn from a survey of more than 1,000 advisors and...

Vanilla

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Aug 25, 2026

Vanilla Safe gives every member of a household access and guidance they need for an emergency, set up by their advisor in one click. BELLEVUE, Wash. — August 25, 2026 — Vanilla, the leading estate planning platform for wealth management firms, today announced the beta launch of Vanilla Safe™, a new product that provides organized access to key documents, contacts, and guidance for an emergency to every member of a client household, from spouses to adult children to fiduciaries. Enabled by advisors with a single invite, Vanilla Safe is available on mobile and web at no additional cost to every...

Vanilla

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Aug 04, 2026

BELLEVUE, WA — August 4, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it has been named a Finalist in two categories at the 2026 MMI/Barron's Industry Awards. Vanilla was recognized as a Finalist in the following categories: Digital Innovation: Vanilla — V/AI, Vanilla's Proprietary AI for Estate Planning Technology/Solutions Provider of the Year – Emerging Technologies: Vanilla — Estate Planning Platform The Digital Innovation recognition honors V/AI, Vanilla's proprietary AI built specifically for estate planning. V/AI turns complex legal documents into clear, interactive visuals in minutes, giving advisors back the time to have...

Vanilla

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Jul 15, 2026

As AI reshapes wealth management, Vanilla pairs its platform with a suite of human-delivered services BELLEVUE, Wash., July 15, 2026 —Vanilla, the leading estate planning platform for wealth management firms, today announced the launch of Vanilla Concierge, a professional services offering built around a simple idea: advisors want a team behind their software. Vanilla's experienced team of trust and estate professionals have been reading and abstracting estate documents and turning them into complete visual plans since the company's founding in 2019. Vanilla Concierge puts that depth front and center, making it a resource every customer can draw on directly —...

Vanilla

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Jun 30, 2026

Partnership deepens Vanilla's commitment to serving the most complex wealth planning needs BELLEVUE, Washington - June 30, 2026 — Vanilla, a leading estate planning platform for wealth management firms, today announced a strategic partnership with Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments. The collaboration includes a strategic investment by Callan Family Office in Vanilla and a joint product development and go-to-market agreement, bringing together two organizations with a shared conviction that the ultra-high-net-worth market deserves fundamentally better estate planning technology. The Gap This Partnership Is Built to Close Ultra-high-net-worth families and family...