Vanilla Granted Patent for Its Estate Planning Technology

Vanilla, an estate planning platform, says it had received a U.S. patent for its event-based resource allocation system.

 

The proprietary technology underpins many of the platform’s advanced capabilities, including report automation, waterfall calculations, estate visualizations and abstractions, the company said Thursday.

 

“This patent represents years of innovation in solving one of the most persistent challenges in estate planning — keeping plans current and accurate in an ever-changing world,” said Amjad Hussain, lead inventor and Vanilla CTO. “Our system transforms static estate documents into dynamic, responsive plans that seamlessly adjust to life events and regulatory changes.”

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Dinah Wisenberg Brin

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