Vanilla Pricing

Deeper client service. Unlimited potential. All with predictable pricing

Vanilla’s subscription model is designed to serve firms of all sizes, and serve clients at all wealth levels. We offer user-based pricing packaged around how you want to use Vanilla with no surprises.

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What’s Included

The Vanilla Estate Advisory Platform

Vanilla simplifies the complexities of estate planning so you expand your advisory practice and deliver more client value, regardless of their wealth or where they are in their estate planning journey.

 

How we support your clients:

Top-tier, brandable client deliverables

Unlimited on-demand document creation

Interactive estate diagrams & projections

Powerful tax calculations

How we support you and your users

Onboarding and training

Ongoing support for every user

Continuing education

Advisor marketing materials

How we fit into your firm and tech-stack

User-based seats

Robust integrations

APIs

Team-based workflows

How we support enterprises

Access and permissions

Robust integrations

Enterprise grade security

Single sign-on

Frequently Asked Questions

Our pricing is customized based on your practice’s specific needs. To get a quote tailored to your requirements, click on talk to sales above.

Vanilla’s pricing is structured around user-based seats, making it easy to scale based on your firm’s needs. Whether you’re adding a few new team members or growing rapidly, we offer flexible options to adjust your subscription accordingly, ensuring you only pay for what you need.

The Vanilla platform subscription covers everything you need to generate, manage, and visualize estate plans. Our separate abstraction services focus specifically on gathering and analyzing detailed information from existing client documents, offering additional support for more complex estates. This allows you to tailor your services based on the needs of your clients.

Yes, each package is priced according to the level of service and features it includes. The Advanced package is designed for any advisor, while the Expert and Enterprise Team packages offer additional features like AI-powered estate reviews and team management tools. Pricing is structured to give you flexibility based on how you want to use Vanilla. Please speak to a sales representative for more details.

Our AI-powered assistant, V/AI, automates complex estate reviews by identifying key details in the estate documents and offering suggestions or potential issues to review. It reduces the manual work for advisors and ensures a faster review process, freeing you up to focus on strategy and client relationships.

Our pricing is clear and straightforward. We offer a product platform subscription and separate fees for Vanilla Abstraction Services. If you’d like more details or a personalized breakdown, a sales representative would be happy to assist you.

Included with your plan is top-tier support for all your users during business hours (6:00 a.m. to 4:00 p.m. Pacific Time). Whether you have a technical issue or need assistance with a feature, our support team is here to help.

We provide free training tailored to different roles within your practice. This ensures that every team member can effectively use Vanilla’s platform.

Our onboarding services are designed to help you integrate Vanilla smoothly into your practice. We’ll assist you every step of the way to ensure successful adoption.

Yes, Vanilla is a cloud-based platform, allowing you to access your data and tools from anywhere with an internet connection.

You can find more details on our product package terms here

Ready to deliver a whole new estate planning experience?

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