The advisors growing
the fastest already made
the switch.

Vanilla has purpose-built its platform to help advisors avoid the unauthorized practice of law (UPL) and liability around document creation. Vanilla helps you surface planning gaps, model strategies, and allows your clients to generate documents. Our document templates are attorney-designed and state-specific. For clients who need legal counsel, Vanilla’s Attorney Network connects clients directly to one of 100+ licensed estate attorneys across all 50 states. Find more information here about 10310139 unauthorized practice of law upl.

Vanilla provides numerous resources to help educate advisors on the risks of UPL, and empower them to make informed decisions around risk mitigation. Generally speaking, there are usually many measures one can take to mitigate risk on any given topic; here, you might consider advisor training, internal policies and guardrails, and asking our competitors how they think about UPL when considering what software to use. Unfortunately, Vanilla cannot advise on exactly what steps you should take; we defer to our customers to determine this for themselves.

Vanilla is designed to complement those relationships, not replace them. Straightforward planning needs move faster without routing every client to an outside attorney. Complex situations, including irrevocable trusts, special needs planning, and trust funding, can still go to your existing partners or the Vanilla Attorney Network.

Both, and that’s by design. Vanilla serves the full wealth spectrum on a single platform, from mass affluent to billionaires. Vanilla Document Builder handles core planning needs. Vanilla Scenarios models complex strategies including GRATs, SLATs, CRUTs, and CLATs. V/AI analyzes multi-document estates as a complete, holistic picture rather than document by document. And for your most complex clients, the A-Team, Vanilla’s in-house abstraction team, can take the workflow entirely off your planners’ plates. No more 15-hour prep sessions before a single client meeting.

Firms using Vanilla’s full ecosystem scale from serving 180 clients per planner annually to 576 — a 320% increase in capacity. If estate planning is currently taking too much time or getting skipped entirely, the math shifts quickly.

A practical starting point: the Estate Health Check. Advisors use it in prospect meetings to surface planning gaps without any prior estate planning relationship established. Once it changes how client conversations go, the usage question answers itself. We’re happy to work through pricing structures that match your current volume and grow with you.

You will gain access to Vanilla within 1-2 business days of your contract start date. Most users are able to leverage Vanilla with prospects/clients within 2-3 weeks. Where applicable, our implementation process includes self-guided or live onboarding and training, and regular office hours. For Enterprise clients with more complex requirements, implementation timelines are customized based on your specific needs. Our team works closely with you to ensure a smooth transition and successful adoption.

V/AI is purpose-built for estate planning, so it understands trust provisions, fiduciary roles, tax implications, and planning strategies rather than treating documents as generic text. Almost every output includes clickable citations back to the exact source passages, summaries are fully editable before sharing with clients, and customers like Robertson Stephens have publicly described Vanilla’s accuracy as the best they’ve seen.

At Vanilla, security, trust, and data protection are as vital to our business as they are to yours. 

We built Vanilla to be secure enough for the world’s largest banks. We’ve democratized it so every Vanilla customer benefits. Vanilla uses best practices and industry standards designed to keep data safe, which in turn helps our customers meet their own compliance requirements.

Vanilla’s cybersecurity strategy prioritizes detection, analysis and response to known, anticipated or unexpected cyber threats, effective management of cyber risks, and resilience against cyber incidents. Vanilla’s platform employs enterprise-grade security features combined with comprehensive reviews of our applications, systems, and networks. We’re continuously working to protect your data.

Vanilla undergoes an annual SOC 2 Type II audit for the AICPA Trust Service criteria security, availability, and confidentiality. A SOC 2 Type II audit is an independent assessment of an organization’s controls and information systems conducted by a Certified Public Accounting firm. Vanilla has earned clean reports since it commenced its SOC 2 audits in 2022. An independent third party also conducts a penetration test at least annually, and Vanilla remediates vulnerabilities or findings in accordance with its cybersecurity policies. 

Our Trust Center is available via Safebase on-demand.

Vanilla integrates natively with eMoney and connects with Addepar, Black Diamond, and Orion. If your primary system isn’t yet on the list, our team will walk you through what’s available today and what’s on the roadmap.