VANILLA AI (V/AI™)

World-class estate planning expertise on demand

Vanilla V/AI Copilot interface with trust structure diagram and document summary.

V/AI handles document analysis, data extraction, and planning research in minutes—freeing you to focus on strategy, client relationships, and growing your practice.

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Industry-leading AI innovation backed by deep expertise

Vanilla’s suite of award-winning AI technology is used by the country’s leading firms to increase efficiency up to 4X.

Mitchell Family estate summary with family members and related documents.

Template customization panel for editing estate summary sections.

Vanilla alerts flagging estate planning issues like real estate, insurance, and fiduciaries.

Purpose-built for estate planning complexity

V/AI understands trust provisions, tax implications, and planning strategies—delivering accurate insights you can rely on.

Trust structure diagram with V/AI Copilot assistant generating a trust summary.

1 • ESTATE SUMMARIES

Instant summaries, tailored to your firm

Analyze entire estate plans in minutes with V/AI Estate Summaries. Complex documents are transformed into clear visual summaries, structured data, and actionable insights—fully customizable with plain-English instructions and shareable templates to standardize output across your team.

V/AI Copilot chat window generating a revocable trust summary.

2 • PLANNING COACH

Planning expertise, on demand

Answer complex planning questions instantly with V/AI Copilot. Get proactive guidance, identify planning opportunities, and evaluate client strategies with intelligence shaped by world-class estate planning expertise—like having an always-on estate planner available whenever you need it.

Assets Subject to Probate card showing $1,405,000 with next-step action buttons.

3 • Opportunity Generation

High-impact planning opportunities in plain English

Turn estate analysis into actionable client conversations. V/AI identifies highly personalized planning opportunities—from document inconsistencies and misspellings to structural and tax planning issues—helping advisors uncover issues, identify opportunities, and deliver proactive value to every client relationship.

“We think that Vanilla’s accuracy is the best we’ve seen. The reports are aesthetically pleasing, and especially the comprehensive estate planning presentation—clients and prospects love it.”

Mallon FitzPatrick, CFP®, AEP®,CLU®
Managing Director, Principal, Head of Wealth Planning, Robertson Stephens

Learn more about planning with Vanilla

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