Agentic Estate Planning: What Advisors Need to Know

Advisor technology is moving fast toward agentic AI, and every platform is starting to use the term. This session cuts through the noise: what agentic AI actually means in estate planning, where it genuinely helps, where full autonomy becomes a real risk, and how we’re thinking about building responsible, supervised workflows. We’ll close with a look at where Vanilla is headed next.

What you’ll learn:

• What “agentic” actually means, and where the term gets misused
• A maturity model for understanding the different types of AI in estate planning
• How to recognize real substance behind any agentic claim
• How we’re thinking about approaching this responsibly, and where we’re headed next