Estate planning software for financial advisors

Purpose-built estate planning for financial advisors
Branded questionnaires and document creation across all 50 states
Scale estate planning across your book without adding headcount

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#1 estate planning software for financial advisors

Industry-leading estate planning software for advisors

The trusted, end-to-end estate planning software that scales across all wealth levels. Deliver estate planning for clients building their first estate plan to families managing multi-generational wealth.

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World-class estate planning expertise on demand

AI-powered workflows that assess client needs, model strategies, build documents, and deliver results—all in one platform.

Mitchell Family estate summary with family members and related documents.

Vanilla AI (VAI)

VAI reads your clients’ estate documents and generates a complete summary, in minutes instead of hours. It flags trust, tax, and titling issues, then arms you with plain-English talking points for your next client meeting. Built for advisors who need scale without sacrificing accuracy.

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Interface showing document inputs and structured form fields.

Document Creation

Vanilla turns guided client questionnaires into execution-ready wills, trusts, and powers of attorney, backed by attorney-drafted templates for all 50 states. What used to take months of back-and-forth now takes days, with full visibility into client progress along the way. Need attorney review? Connect clients directly to the Vanilla Attorney Network’s 100+ attorneys at flat-fee pricing.

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Scenario analysis interface with visual comparisons and structured data panels.

Scenario Modeling

Model GRATs, SLATs, and charitable strategies in minutes. Show real outcomes, compare approaches side-by-side, and create the conversations that strengthen client relationships. Vanilla’s modeling engine calculates federal, state, and GST tax exposure with precision unlike any other provider.

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Estate Health Check

Share a short client questionnaire that surfaces missing documents, tax exposure, and liquidity gaps, no document uploads required. Advisors get color-coded results and prioritized talking points per client, ready to use in the next meeting. Run it across your book to find revenue opportunities hiding in plans that haven’t been reviewed in years.

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The most trusted name in estate planning

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“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”

JEFF LIPPENS,
PRESIDENT & CIO

Backed by Deep Expertise

16,000+

Estates Modeled

40,000+

Documents Abstracted

190+

Years of In-House Expertise

Frequently asked questions

Vanilla is built for financial advisors and wealth management firms who want to make estate planning a core part of their client offering. That includes independent RIAs, enterprise wealth management firms, and broker-dealers. Whether you’re a solo advisor managing a focused book of business or a director overseeing hundreds of advisors across a national platform, Vanilla is designed to scale with you.

Vanilla holds the industry’s first and only patent on AI-powered estate planning technology. Advisors use Vanilla’s AI (V/AI™) to accelerate document analysis, surface planning gaps, model complex scenarios in minutes, and get proactive guidance from V/AI Copilot.

Vanilla supports the full estate planning journey in one platform. Most advisors start with the Estate Health Check to identify which clients need attention and why. From there, they upload existing documents for AI-powered analysis and visual summaries, use scenario modeling to explore planning strategies, support document creation when appropriate, and create ongoing review touchpoints that keep estate planning central to the client relationship year after year.

Vanilla is built for the full wealth spectrum — mass affluent, high-net-worth, and ultra-high-net-worth. Use Vanilla to help your mass affluent clients get essential documents like wills and powers of attorney. For UHNW families, use Vanilla to provide a deeper planning experience on advanced trust strategies, charitable planning, multi-generational scenario modeling, and more. If you’ve been reserving estate planning for your top 10% of clients, Vanilla makes it viable for the other 90%.

Vanilla integrates with widely used platforms including Addepar, eMoney, Orion, Salesforce, and more. Get in touch with us to learn more.

Vanilla is SOC 2 Type II certified with clean audit reports every year, undergoes independent penetration testing at least annually, and is trusted by leading RIAs, broker-dealers, and enterprise wealth firms — including Vanguard, Mariner, Hightower, Betterment, and more. Firms that need full security documentation can access our Trust Center or get in touch with us.

Welcome to the new age of estate planning

Join thousands of advisors using Vanilla to surface planning opportunities, save hours per client, and grow revenue.

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