06/05/2025
11:00 am PDT
1 hour

AI in Estate Planning: Setting the Standard

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

Speakers

Steve Lockshin

Founder, Vanilla

Jennifer Raess, JD, CFP®, CLU®

Product Counsel

Sam Trapkin

Head of Strategy, Vanilla

Register

Speakers

Steve Lockshin

Founder, Vanilla

Jennifer Raess, JD, CFP®, CLU®

Product Counsel

Sam Trapkin

Head of Strategy, Vanilla

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.