AI in Estate Planning: Setting the Standard

AI-powered tools accelerate meaningful conversations, eliminate manual processes, and deliver holistic insights at scale.

Speakers

Amjad Hussain

CTO

Speakers

Amjad Hussain

CTO

Designed to go far beyond basic summarization, Vanilla’s evolving AI toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and deliver personalized guidance with greater speed and accuracy.

In this webinar, we’ll walk through our latest AI innovations, diving deep into features like:

V/AI Estate Summaries
Custom Prompt Extender
Automated Provision Notes Extraction
V/AI Copilot Enhancements
Profile Auto-Population

More details to come.