Jessica Lantz
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Oct 29, 2025
What’s New in October: V/AI Estate Summary page improvements, waterfall enhancements, and more!
October brings meaningful enhancements to Vanilla—from enhanced AI estate summary capabilities to more intuitive waterfall modeling. Each improvement is designed to help you work faster and deliver deeper insights to your clients. Here's what's coming soon. V/AI Estate Summary page improvements: More control, better readability, clearer insights The challenge: Advisors need AI-generated summaries that are easy to scan, read, and present to clients without extensive reformatting. The solution: Enhanced typography and spacing create a more visually appealing, scannable layout that makes key information immediately more readable V/AI will clearly show which documents were used to generate the summary, building your...
Jessica Lantz
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Sep 23, 2025
What’s New in September: Nationwide Inheritance Tax Calculations, New V/AI Features, and more!
This month's release tackles the friction points you've told us about—from inconsistent AI results across your team to managing multi-state inheritance tax requirements. Each enhancement works seamlessly with your existing processes while expanding what's possible. Here’s what came out in September, along with some features that are coming soon. Nationwide inheritance tax: Never miss inheritance tax implications again The challenge: Advisors with multi-state clients manually track varying inheritance tax rules across jurisdictions, risking costly oversights and planning errors. The solution: Vanilla is introducing inheritance tax calculation support for Maryland, Nebraska, and New Jersey—completing our nationwide coverage Automated, state-specific calculations integrate...
Vanilla
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Aug 12, 2025
Vanilla Unveils Vanilla Scenarios™ Advanced Planning: The First Instant Modeling and Unified Workflow...
Advanced capabilities enable advisors to model complex estate planning strategies in minutes, transforming client conversations into collaborative planning sessions Bellevue, WA – August 12, 2025 – Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one scenario planning tool. Building on the strong foundation established since its introduction in April 2024, this evolution of Vanilla Scenarios™️ delivers a more unified experience that enables financial advisors to model, compare, and present estate planning strategies with unprecedented speed and flexibility. Vanilla Scenarios™ Advanced Planning represents the most advanced estate planning...
Jessica Lantz
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Aug 12, 2025
The Future of Estate Planning is Here: Introducing Vanilla Scenarios™ Advanced Planning
From first conversation to comprehensive strategy in minutes—powered by proven expertise and unmatched accuracy Today, we're excited to introduce Vanilla Scenarios™️ Advanced Planning—the next evolution of our all-in-one scenario planning tool that sets the standard for estate planning innovation. Building on success Over the past year, we've seen advisors achieve remarkable results with Vanilla Scenarios. But we've also heard a consistent request: make it even faster to get started, even more flexible for different workflows, and even more powerful for client conversations. The estate planning industry still faces fundamental challenges: fragmented tools that don't talk to each other, lengthy setup...
Jessica Lantz
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Jul 29, 2025
What’s New in July: Updates to V/AI, enhanced integrations, and a sneak peek...
We’re launching some serious upgrades for July! This month's releases focus on expanding AI capabilities, customizing Vanilla's appearance, and enhancing your integration experience – plus, catch a special preview of our most sophisticated planning tool yet. V/AI enhancements: Your AI estate planning assistant just got smarter We’re excited to announce some game-changing updates to V/AI Copilot, and an upgraded version of V/AI Summaries this month. The Problem: Estate planning requires deep analysis across multiple data points—from financial structures to family dynamics—and advisors need AI that can provide comprehensive insights across multiple areas of a client's profile and for multiple types...
Jessica Lantz
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Jun 24, 2025
What’s New in June: Gifting Calculator, Third-Party Collaboration, and a unified Vanilla experience!
June brings powerful new changes to help you calculate, collaborate, and customize like never before. This month’s releases are focused on delivering a more intuitive and frictionless experience for both you and your clients. Unified Vanilla Experience: Everything in one seamless workflow The Problem: Vanilla users often work across multiple functions, requiring a unified interface that supports their diverse responsibilities. The Solution: Access all client functions from a single, intuitive dashboard that adapts to your workflow needs Enjoy streamlined document management with a simplified upload process—add files directly and choose your next steps, whether that's AI summaries, abstraction requests, or...
Jessica Lantz
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May 28, 2025
What’s New in May: Salesforce Integration, Family Tree Enhancements, and More!
Vanilla's newest innovations are here! This month's feature releases represent a significant leap forward, combining cutting-edge functionality with the seamless experience you’ve come to expect. Salesforce Integration: Serve more clients with ease The Problem: Manual data entry prevents advisors from scaling their estate planning practice efficiently. The Solution: Import your client list from Salesforce into Vanilla instantly Eliminate hours of manual data entry Maintain synchronized, up-to-date client data across both systems, reducing potential errors in client communications Enhanced Groups: Scale securely across teams The Problem: Client data is highly sensitive, and firms need to ensure only authorized users can access...
Jessica Lantz
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Apr 23, 2025
What’s New in April: Plaid Integration, Scenarios PDF Export, Estate Builder upgrades, and...
Here at Vanilla, we’re thrilled to unveil a powerful lineup of new features and enhancements launching this month. These updates are all about delivering an intuitive, high-quality experience to elevate the advisor and end client journey. New client portal unveiled: A unified net worth experience, powered by Plaid We’re excited to introduce a reimagined client experience that brings financial and estate planning into a single, more connected view. Clients can self-serve and securely link accounts through Plaid with thousands of financial institutions with just a few clicks Automatic daily data syncs ensure that information stays current - reducing the need...
Jessica Lantz
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Mar 26, 2025
What’s New in March: V/AI Estate Summaries, New Opportunities, and More!
At Vanilla, we're excited to share our March lineup of powerful new features designed to enhance your estate planning workflows and provide deeper insights for you and your clients. Here's what's new this month: Unlock integrated Estate Summaries and onboard clients in minutes with V/AI Summarizing documents individually adds value. But synthesizing them into a single, integrated estate view within minutes sets a new standard for what’s possible in estate planning. With the launch of V/AI Estate Summaries and our expanded V/AI Automatic Profiles, you are able to: Upload multiple estate plan documents to unlock a high-level overview of your...
