Simplify and scale manual workflows with estate planning software for attorneys
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Analyze documents in seconds with AI—flagging gaps and revealing high-impact planning opportunities.
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Deliver polished, attorney-grade outputs trusted by leading firms and institutions.
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Seamlessly collect client data and collaborate with external advisors in one secure workspace.
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The #1 estate planning software for attorneys
Transform the estate planning experience with clients and prospects
Leverage AI-powered tools to create compelling visual summaries, instant plan reviews, and deliver personalized client experiences trusted by the industry’s leading firms and institutions
The most trusted name in estate planning
“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”
PRESIDENT & CIO
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