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.