The first AI-powered estate advisory platform

Vanilla is purpose-built for financial advisors and estate planning professionals at RIAs, wealth management firms, family offices, and trust companies — from independent practices to enterprise institutions. The platform supports every stage of a client relationship, from mass affluent clients who need foundational documents to ultra-high-net-worth families with complex multi-entity structures. Firms ranging from solo RIAs to Fortune 100 institutions use Vanilla.

A common flow runs in six stages:
(1) Start the conversation with a Estate Health Check questionnaire
(2) Understand a prospect’s current plan through an automatically-generated visual summary
(3) Complete the plan by creating or updating documents with Vanilla Document Builder® and/or engaging an attorney through the Vanilla Attorney Network
(4) Connect assets via integrations such as eMoney
(5) Plan for the future with Vanilla Scenarios® modeling for strategies like ILITs, SLATs, GRATs, CRUTs, CLATs, and IDGTs
(6) Add ongoing value by surfacing AI-driven planning opportunities — and packaging that work into polished, branded end-client deliverables (such as the Vanilla PDF report) used in client meetings.

Firms regularly cite faster onboarding, deeper client engagement, and meaningful revenue lift — with some adopters seeing growth of up to 3x and cited revenue growth rates more than doubling in case studies such as Mariner.

No. Vanilla is built so advisors without a legal background can confidently lead estate planning conversations. The platform abstracts the technical work through visual diagrams, plain-English insights from V/AI, attorney-drafted templates, and Vanilla Academy CE-eligible coursework. When a client needs deeper legal expertise, the Vanilla Attorney Network is one click away.

Vanilla is built for the complexity that defines UHNW planning. The platform handles multi-entity balance sheets (FLPs, LLCs, S-corps), GST tax calculations on direct skips and taxable terminations, DSUE and portability, and resident and non-resident tax exposure across all 12 states and D.C. that impose estate tax and all 5 states with inheritance tax. Scenarios models high-stakes events — business sales, liquidity events, and relocation — alongside advanced strategies like SLATs, GRATs, and IDGTs. In addition, Vanilla’s in-house Abstraction Services team is available to input key information from even the most complex estate planning documents directly into the platform — ensuring nothing is missed across intricate, multi-document estates.

Yes. Vanilla is SOC 2 compliant and trusted by Fortune 100 banks. The platform uses AES-256 encryption, multi-factor authentication, single sign-on, network isolation, continuous monitoring with AI-powered threat detection, and regular third-party audits and penetration testing. For data residency, hosting topology, and the full security pack, your team can request Vanilla’s Trust & Compliance documentation during procurement.

Vanilla uses a user-based pricing model — you pay per user based on the license type (Advanced, Expert, or Enterprise) that matches their role and feature needs, so pricing scales with your practice. Most firms are up and running within 3–6 weeks, with self-guided or live onboarding, training (including 10+ hours of CE-eligible Vanilla Academy content), and regular office hours. Enterprise timelines are customized to scope. Request a tailored quote at justvanilla.com/pricing.