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Platform
Product Overview
The AI-powered estate advisory platform
Vanilla AI (VAI®)
Extract and analyze estate documents
Estate Health Check™
Start the estate planning conversation
Scenario Modeling
Model strategies like ILITs, GRATs, and IDGTs
Integrations
Connect eMoney, Salesforce, and more
For Your Clients
Vanilla Safe
An emergency plan app for your clients' families
Document Creation
Create and update estate documents at no cost to clients
Attorney Network
Independent law firms for tailored estate planning
Mobile Notary
Sign and notarize on your client's schedule, powered by Snapdocs
Services
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