World-class estate planning expertise on demand

V/AI takes only minutes per client, versus the 6+ hours a manual abstraction typically takes. V/AI reads an entire set of estate planning documents and synthesizes them into a single, structured, editable summary with planning observations and next-step recommendations.

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.

Yes. You can tailor outputs using plain-English instructions and save those configurations as shareable templates so every advisor on your team produces a consistent, on-brand client deliverable. This is one of the main ways larger firms standardize their estate planning experience.

V/AI Copilot’s intelligence is informed by our team’s 190+ combined years of trust and estate experience and is grounded in your client’s actual estate data inside Vanilla. It gives advisors planning-specific answers — think “what happens to the credit shelter trust if the spouse predeceases?” — with context drawn from the documents and structures already in the platform.

V/AI can flag issues across a wide spectrum: document inconsistencies (misaligned spousal provisions, name discrepancies, missing signatures), structural concerns (gaps in titling, missing successor trustees), liquidity or insurance shortfalls, probate exposure, and advanced tax planning opportunities. Each opportunity is written in plain English so it can become an immediate talking point with the client.

No — they work together. V/AI handles speed and scale with instant summaries, while the Abstraction Services team handles highly complex or nuanced documents where human review is the right call.

Leading wealth management firms including Robertson Stephens have publicly shared their use of V/AI to accelerate estate planning at scale. Vanilla reports that firms using its AI tools are seeing efficiency gains of up to 4x in their estate planning workflows.