AI in Estate Planning: Setting the Standard
Speakers
Steve Lockshin
Founder, Vanilla
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Sam Trapkin
Head of Strategy, Vanilla
Speakers
Steve Lockshin
Founder, Vanilla
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Sam Trapkin
Head of Strategy, Vanilla
May 07, 2025
1 hour
AI won’t replace advisors—but advisors who use AI will replace those who don’t.
Advisors who understand how to use AI to do their jobs better will set the standard for holistic advice going forward, and this webinar focuses on how to get your firm there.
We’ll discuss the evolution of advice and why right now is a critical moment, demystify the real business value of AI, and share examples of firms who are taking the lead.
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