Turn estate planning into your competitive advantage

Today’s clients want a trusted advisor that can help navigate life’s most important decisions around family and legacy. Vanilla gives everything independent advisors need to deliver highly personal estate planning for every client. Create, visualize, and manage estate plans with AI – all in one platform.

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Why independent advisors choose Vanilla

3X

business growth rate for heavy users

Minutes

not weeks, to create estate diagrams

180+

years of in-house expertise

Estate planning tools interface highlighting tax strategies and financial optimization.

Deliver estate planning across the entire wealth spectrum

The AI-powered platform combines powerful estate modeling tools with visual outputs that make complicated strategies easy to understand. Planning for your entire client base doesn’t have to be difficult.

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Estate planning as your growth engine

Convert prospects: Reveal planning gaps with Estate Health Check. Know where every client stands—what’s in place, what’s missing, and what needs attention.
Build visual plans: In minutes, transform complex estates into clear, visual diagrams that engage clients.
Grow relationships: Capture the next generation and avoid the 80% advisor change rate during wealth transfers.

Built by advisors, for advisors

Vanilla was created by Steve Lockshin, a former Barron’s #1 nationally ranked advisor with 35+ years of experience serving ultra-high-net-worth families. Our team includes former advisors, practicing attorneys, and estate planning specialists.

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See Vanilla in action

Explore the only patented, AI-powered estate planning platform trusted by more than 4,000+ top advisors and wealth teams.