Estate planning technology you can stake your reputation on
Steve Lockshin, Founder
When you work with Vanilla, you get the collective wisdom of the industry’s most experienced professionals — including Vanilla founder and former Barron’s #1 advisor, Steve Lockshin.
See why advisors choose Vanilla. Schedule a demo today
Time-tested and trusted by more than half of the nation’s top 25 largest firms.
Estate planning technology is only as good as the people behind it.
We maintain the industry’s largest in-house planning team, with 20+ experts including former advisors from Goldman Sachs and JP Morgan, practicing attorneys, and estate planning.
Unmatched legal infrastructure
Vanilla is built on a foundation of legal expertise, from our in-house product counsel to our document creation process. Additional legal support includes:
✓ Legal advisory board with partners from top law firms like McDermott Will & Emery and Loeb & Loeb
✓ Attorney Network access for your clients in all 50 states
✓ In-house abstraction team of paralegals and lawyers active for 3+ years
When accuracy matters, experience is everything
We don’t guess at what advisors need—we know because we’ve been there. Every feature, every workflow, every detail comes from solving real problems for real clients.
180+
Years Combined Experience
$250B+
Assets Modeled Through Platform
45,000+
Estate Documents Processed
Trusted by the best
Vanilla is trusted by Fortune 100 banks and institutions with the highest levels of security and compliance. Firms like Vanguard, Mariner, and Baird choose Vanilla to scale estate planning without sacrificing quality.
“Vanilla helped drive 3X revenue growth at high-adopting firms by enabling our advisor teams to go deeper with their clients.”
Platform depth & accuracy
Experience the most comprehensive, accurate estate planning platform for advisors—built on a sophisticated modeling engine that handles complex structures and thousands of permutations with precision.
The next generation of estate planning software
“I’ve never seen the Vanguard team so excited about a new technology. Advisors think Vanilla is really special.”
FORMER CEO, VANGUARD GROUP
Join the industry leaders who trust Vanilla
See why top firms stake their reputations on our expertise.