A Year of Innovation: Vanilla’s 2025 Highlights & 2026 Vision

This year has been transformative for Vanilla and the advisors we serve. From major product launches to key milestones that strengthened our position as the category-creating estate planning platform, we’ve continued our mission to make comprehensive estate planning accessible and scalable for advisors across all wealth segments.
Gene and Sam will walk through:

• The innovations we shipped in 2025 and what they mean for your practice
• The moments that defined our year and reinforced our market leadership
• What’s coming next in 2026 and how we’re building toward the future of estate planning technology

We’ll reserve plenty of time for Q&A, so come ready with your questions about our platform, roadmap, and vision for the year ahead.

Whether you’re a longtime Vanilla partner or exploring what our patent-holding technology can do for your practice, this is your opportunity to hear directly from our leadership team and help shape the conversation about where estate planning technology is headed.