Easily create estate documents, visualize plans, and do what-if scenario analysis – all with the power of AI.
Vanilla makes every stage of the estate planning journey simple, for you and your clients, whatever their level of wealth.
Quickly and easily offer every client trusts, POAs, and more — all developed by top practicing estate attorneys.
Use AI to build branded, visual reports that drive more impactful client meetings.
Scenario plan in real -time to show clients how different planning strategies can save taxes or meet legacy goals.
Here’s what our customers tell us.
“Vanilla helps our advisors have the right estate planning conversations with their clients. Vanilla has completely changed the narrative.”
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Vanilla seamlessly fits into your existing toolkit. We integrate with popular financial planning software and CRM systems, so you don’t have to change the way you work—just enhance it.
Our comprehensive security framework includes regular audits, compliance checks, and advanced data protection measures to safeguard your client and firm’s data integrity.
Former Vanguard CEO Bill McNabb shares his experience using Vanilla.
Product Counsel Jenny Raess explains how a holistic approach leads to better outcomes
Jeff Lippens of Garde Capital shares why his firm uses Vanilla
The Vanilla Estate Planning Playbook (updated for 2025)
A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and...
A guide to trusts for estate planning
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This...
The four ways Artificial Intelligence (AI) will transform estate planning
We’ve been hearing a lot about AI recently, and for good reason. The innovation happening with Large Language Models (LLMs) and Generative AI are remarkable,...
10 Diagrams to Explain Advanced Estate Planning Strategies
Tax planning for clients with taxable estates has always been complex. We’ve learned the best way to explain estate planning strategies is with diagrams, not...
The Value of Vanilla with Bill McNabb
Top Financial Advisor Software Picks for 2024
If you’re an advisor looking to deliver the highest level of client service without adding more work to your plate, the right technology stack -...
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