Turn estate planning into your growth engine. Serve clients across the wealth spectrum, from first plans to billionaire estates, on the only patented, AI-powered estate planning platform built for advisors.
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Become the trusted advisor
for life’s most important decisions
Deepen relationships, drive retention, and grow AUM. All from one platform.
Vanilla is a one-stop shop—it supports our efforts in prospecting, building trust, winning business, and creating efficiencies. It feels like there’s something new every week, and we’re excited to keep expanding what we can do with it.
Matt Marini, CFP®
Wealth Advisor, Coastal Bridge Advisors
AI-powered workflows that assess client needs, model strategies, build documents, and deliver results—all without leaving the platform.
Start every relationship right. Know where every client stands with a simple questionnaire that reveals planning gaps, identifies opportunities, and converts insights into action across your entire book.
Turn insights into action. Clients complete wills, trusts, and essential documents through guided questionnaires—while you uncover details that deepen your understanding of their complete financial picture.
The industry’s first AI-driven estate planning assistant. Instantly generate plan summaries, review existing estate plans, and extract data from documents in minutes — freeing you to focus on strategy and relationships.
Model GRATs, SLATs, and charitable strategies in minutes. Show real outcomes, compare approaches side-by-side, and win planning engagements in your first meeting.
The most trusted name in estate planning
“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”
Resources for advisors & clients
Steve Lockshin’s Estate Planning Playbook
A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm...
A guide to trusts for estate planning
Trusts are an important component of financial and estate planning, but there are many types of trusts – each with unique pros and cons. This...
The four ways Artificial Intelligence (AI) will transform estate planning
We’ve been hearing a lot about AI recently, and for good reason. The innovation happening with Large Language Models (LLMs) and Generative AI are remarkable,...
We think that Vanilla’s accuracy is the best we’ve seen. The reports are aesthetically pleasing, and especially the comprehensive estate planning presentation—clients and prospects love it.
Mallon FitzPatrick, CFP®, AEP®,CLU®
Managing Director, Principal, Head of Wealth Planning, Robertson Stephens
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