AI-powered estate planning for attorneys
Deliver exceptional client experiences while scaling your practice with industry-leading estate intelligence and automation.
Why Vanilla?
The only estate advisory platform that
- automates plan summaries
- creates enterprise-grade deliverables
- is trusted by planners at leading institutions
- is built on 180+ years of experience
AI instantly summarizes provisions, identifies gaps, and highlights critical planning opportunities
Deliver best-in-class client deliverables trusted by the nation’s top firms and institutions
Collect data and share visibility into your clients estate with third party collaboration tools
Transform how you engage with
clients and prospects
Leverage AI-powered tools to create compelling visual summaries, instant plan reviews, and deliver personalized client experiences trusted by the industry’s leading firms and institutions
1 • Instant Plan Summaries
Generate custom plan summaries in minutes
Upload your documents to Vanilla and automatically generate plan summaries tailored to your firm’s preferences and key talking points
2 • INSTANT PLAN REVIEWS
Review existing estate plans in minutes
Upload client documents to quickly analyze key plan components and identify potential issues worth discussing with your client
3 • CLIENT DELIVERABLES
Create premium client deliverables tailored to your firm
Impress prospects and clients with visually compelling plan summaries featuring your firm’s custom colors and branding
SERVICES + ECOSYSTEM
The most trusted name in estate planning
22k+ Estates
Attorney Network
The largest attorney network in the space with over 100 attorneys and legal professionals serving all 50 states. End-to-end support from drafting to funding with flat-fee pricing. Managed under one roof and built for advisors.
40k+ Documents
Abstracted In-House
In-house abstraction services performed by highly experienced T&E team with 100+ years of collective experience, assisting our customers in the comprehensive abstraction of estate planning documents
180+ Years
10 HOURS OF CE-ELIGIBLE CONTENT
Extensive library of educational content from estate planning 101, advanced planning concepts, to using Vanilla in client conversations. 8 courses of CE-eligible content.
4 • ASSET FLOWCHARTS
Connect asset information to contextualize the plan
Automatically illustrate the flow of assets through the plans you create by inviting your clients or their advisors connect live feeds of asset information
5 • SCENARIO MODELING
Explore scenarios to model tax efficiency and impact on beneficiaries
Model advanced strategies like ILITs, GRATs, and IDGTs to demonstrate planning impact over time, with seamless scenario comparison capabilities
“[Vanilla’s] analysis was eye opening for our prospect, and now new client”
6 • INSIGHT GENERATION
Proactively highlight
opportunities
Differentiate with AI-powered engagement opportunities trained on 180 years of T&E experience, from basic maintenance opportunities like asset titling to more advanced opportunities
Vanilla for Planners
The most widely adopted estate platform for planners
Vanilla supports many of the largest enterprise planning teams and family offices in reaching new levels of scale
Built to create more consistency and scale in the workflows between advisors and in-house planners supporting their clients
Pressure-tested over the course of years to support thousands of edge-cases and fact patterns, including thousands of UHNW estates
V/AI for Estate Builder supercharges the planner experience by automatically extracting key document information and highlighting potential issues
Security + Compliance
Trusted by Fortune 100 banks with the highest levels of security
Enterprise Grade Security
Best in class security and capabilities, such as data encryption (AES-256), multi-factor authentication (MFA), single-sign-on (SSO), and audit capabilities. SOC 2 Compliant.
Continuous Monitoring + Detection
Real-time monitoring and AI-powered threat detection safeguard against evolving cyber threats. Multiple layers of defense including perimeter protection, network isolation, and access control.
Regular Audits + Compliance
Independent third-party audits to validate adherence to stringent security standards. Regular testing for vulnerabilities through penetration testing.
And so much more.
Elevate Your Estate Planning Approach Today
See how Vanilla’s AI-powered platform helps attorneys deliver more comprehensive plans in less time.