AI Estate Planning

Transforming estate planning with AI

At Vanilla, we understand the potential of AI to transform estate planning. With a careful and balanced approach, we are delivering innovative solutions that prioritize productivity, accuracy, and customer trust.

Our guiding principles for AI:

Productivity

We believe in building AI solutions that simplify existing workflows, allowing users to focus on high-impact work.

Accuracy

We build solutions with transparency and accuracy in mind so you are always in control and know the source of information and recommendation you receive.

Customer Trust

Security and customer trust are our top priority at Vanilla, and everything we do works backwards from that. Our AI solutions never train the models with customer data.

See how estate planning gets smarter with AI

Drive

V/AI™ for Estate Builder

Automated estate document extraction with precise summaries that you can verify.

generative ai for estate planning chat interface

V/AI™ Chat

Real-time estate planning insights with expert guidance for seamless client service.

“Our AI engine, V/AI™, is thoughtfully designed to protect client data while delivering breakthrough experiences such as reimagining document abstractions, new chat experiences, and impactful recommendations.”

Amjad Hussain
CTO

Frequently Asked Questions

No, VAI Chat is available to users as part of their existing plan. Estate Builder with VAI is available in certain packages.

No, Vanilla does not use customer data to train VAI for Estate Builder. VAI reads documents, understands the details of the document, and provides suggestions. You can disable VAI at any time in the organization’s settings page.

If you notice any inaccuracies or have other suggestions, the VAI interface has a feedback button in the interface.

Ready to deliver a whole new estate planning experience?