Transforming estate planning with AI
Scale estate advisory for every client with the world’s first AI agent for planning (V/AI). Onboard clients, summarize documents, and build plans in minutes with powerful automation you can trust.
June 5th Webinar: AI in Estate Planning: Setting the Standard | Save your spot
V/AI Estate Summaries
Accelerate meaningful conversations
Generate clear, customized reports in minutes—not weeks—uncovering gaps, surfacing opportunities, and driving impactful client conversations.
“V/AI is awesome—it is so much easier to click through than reading whole documents.”
— Debra Noble, BlackDiamond Wealth
V/AI Copilot
Say hello to your new estate planning assistant
Designed to simplify complex tasks and empower financial advisors, V/AI Copilot is an advisor’s partner for assisting clients with estate planning with speed and confidence.
“[V/AI] is exceptionally powerful and precise. The advancement is truly impressive.”
— Matt Marini, Coastal Bridge Advisors
AI-generated Opportunities
Add ongoing value
Differentiate with AI-powered engagement opportunities trained on 180+ years of T&E experience, from basic maintenance like asset titling to more advanced planning.
Upcoming webinars and more
Video
Vanilla AI: How it works
See how Vanilla’s AI capabilities transform the estate planning process and provide a better end-client experience. Discover more ways Vanilla is setting the standard in...
Webinar
AI in Estate Planning: Setting the Standard
AI won’t replace advisors—but advisors who use AI will replace those who don’t. Advisors who understand how to use AI to do their jobs better...
Blog
Vanilla Unveils New AI Capabilities, Redefining the Future of Scalable Estate Planning
AI-powered tools accelerate meaningful conversations, eliminate manual processes, and deliver holistic insights at scale BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the most trusted platform in modern estate planning,...
Blog
Vanilla Unveils Vanilla Scenarios™ to Power Interactive Estate Planning and Modeling
Vanilla Scenarios provides advisors and estate strategists with powerful planning tools to identify planning gaps, visualize future projections, and optimize plans for maximum impact. Vanilla,...
Webinar
Getting Personal with AI
AI is shifting how business is done in profound ways, but what does that mean for an industry that historically has placed a premium on...
Blog
4 Ways AI is Shaping the Future of Wealth Management
Whether your firm embraces or resists it, artificial intelligence (AI) is here to stay in the wealth management industry. Since the release of ChatGPT in...
Blog
The four ways Artificial Intelligence (AI) will transform estate planning
We’ve been hearing a lot about AI recently, and for good reason. The innovation happening with Large Language Models (LLMs) and Generative AI are remarkable,...
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.