Category: Vanilla Updates

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...

Vanilla

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Jun 03, 2026

BELLEVUE, WA — June 3, 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 Wealth Management Industry Awards (the "Wealthies"). Vanilla was recognized as a Finalist in the following categories: Technology Providers — Thought Leadership: Estate Planning and Women research report Estate Planning — Technology The Thought Leadership recognition reflects Vanilla's research into how women approach estate planning, a study that surfaced where advisors can build deeper relationships with an underserved and fast-growing segment of wealth holders. The Estate Planning — Technology recognition...

Vanilla

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May 20, 2026

Vanilla Continues National Expansion, Adding Carson Group to a Growing Roster of Leading Advisory Firms Bellevue, Washington — Vanilla is expanding its footprint across the independent advisory landscape, announcing today a partnership with Carson Group that brings its estate planning platform to more than 600 advisors. Carson Group manages over $58 billion in assets under management and serves more than 60,000 client families across a network of 165+ partner offices nationwide. "Estate planning is one of the most meaningful services an advisor can offer, and one of the most underleveraged," said Gene Farrell, CEO of Vanilla. "This partnership puts Vanilla...

Vanilla

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May 13, 2026

If you missed our most recent product update webinar, here's a full rundown of everything we've shipped in 2026 — plus a preview of what's coming next. Our Product Marketing Specialist Jess walked attendees through the updates organized around the three commitments that guide everything we build: AI that elevates you, confidence in every client conversation, and getting you faster to the moments that matter. AI That Elevates You Tax Return Prompt for V/AI V/AI, Vanilla's proprietary AI, already generates comprehensive estate summaries from client documents. This year we added a dedicated tax return prompt to the Custom Prompt Library....