Estate planning is complex. Our complete estate planning solution demystifies the process, with powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation. We help advisors, planners, and attorneys delight clients and win new ones with a better estate planning experience.
Helping firms of all shapes and sizes deliver differentiated advice, deepen client relationships, and grow business.
Introducing
Vanilla is the leading estate planning solution built to give clients a holistic and empowering estate planning experience. We combine a powerful platform, estate-planning specific AI, and our human experts to enable every advisor to go as fast or as deep as they need to go.
Educate clients with brandable materials and understand where to start with each client
Advise on how the estate plan works and if it matches client’s intentions and wishes.
Offer wills, trusts, POAs, and modern, on-demand experience
See in real time how different strategies can minimize estate taxes
“Vanilla helps our advisors have the right estate planning conversations with their clients. Vanilla has completely changed the narrative.”
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Former Vanguard CEO Bill McNabb shares how estate planning differentiates firms.
Jenny Raess explains how a holistic approach leads to better financial advice.
Founder Steve Lockshin invites you to future-proof your firm with Vanilla.
Expand your estate planning skillset with free expert-led courses, from the basics to advanced strategies
Download brandable, educational estate planning materials designed with client questions in mind
Access the complete library of resources to brush up on foundational knowledge and learn advanced concepts
The most complete estate planning platform to help every client make the most of their life’s work.
Harness the power of artificial intelligence to analyze estate plans and deliver insights at scale.
Safeguard sensitive client information with Vanilla’s enterprise-grade security measures.
Vanilla meets the AICPA trust principles of security, availability, and confidentiality.
Connect Vanilla with the other tools in your tech stack for a seamless workflow. Our platform integrates with leading CRMs, financial planning software, and more.
“Vanilla provides our team with a complete estate planning solution.
The visualizations make it easy to identify gaps and recommend areas for improvement.”
Jason Newcomer
Co-Founder at Dogwood Wealth Management
The Vanilla Estate Planning Playbook (updated for 2025)
A guide to trusts for estate planning
The four ways Artificial Intelligence (AI) will transform estate planning
10 Diagrams to explain advanced estate planning strategies
The Value of Vanilla with Bill McNabb
Top Financial Advisor Software Picks for 2024
