Agentic Estate Planning: What Advisors Need to Know
A conversation with Vanilla CEO Gene Farrell and CTO Larry Steinberg. 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.
Speakers
Gene Farrell
CEO, Vanilla
Larry Steinberg
CTO, Vanilla
Register
Speakers
Gene Farrell
CEO, Vanilla
Larry Steinberg
CTO, Vanilla
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