V/AI
V/AI handles document analysis, data extraction, and planning research in minutes. Freeing you to focus on strategy, client relationships, and growing your practice.
V/AI synthesizes all client documents into one comprehensive estate summary—not individual document reviews. See the complete picture immediately.
Built on enterprise-grade security infrastructure so your client data never trains our models and remains completely confidential.
Ask V/AI Copilot complex estate planning questions and get accurate answers in seconds
1 • Instantly answer questions
Instantly answer questions, analyze estates, extract data
Answer complex planning questions instantly with V/AI Copilot. Analyze entire estates in minutes with V/AI Estate Summaries. Auto-populate client data and trust provisions with V/AI Automatic Profiles. All built on SOC 2 Type II compliant infrastructure, your data never trains our models.
2 • Strategic conversations
Turn document review into strategic conversations
Upload documents and receive comprehensive estate summaries in 10 minutes, not 6 hours. Get prioritized insights on planning gaps, tax exposure, and opportunities with clickable citations to exact source passages. Spend your time on strategy and client relationships, not manual analysis.
3 • Think like the best
Think like the industry’s best advisors, automatically
V/AI surfaces planning considerations you might not think of on your own—titling issues, state tax implications, connections across the balance sheet. It’s like having the collective knowledge of elite estate attorneys and top advisors guiding every plan, helping you deliver sophisticated recommendations regardless of your experience level.
“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
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