Meet the VAI evolution.

The proactive AI that plans alongside every advisor, for every client.

Vanilla is entering its next chapter. VAI, the agentic AI at the heart of the platform, is becoming a planning coach that thinks ahead of the advisor. It reads documents and turns them into a full estate profile. It flags what changes across your entire book and surfaces the moves that matter. It’s built by veteran estate planners and grounded in 180+ years of their cumulative practice.

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WHAT’S CHANGED

Estate planning, deeper on day one.

Today’s AI in estate planning waits to be asked. It answers on the surface, without the depth estate planning demands. VAI is different, and it rolls out in stages.

Today

VAI is built into the platform today, helping advisors extract data from uploaded documents, generate plan summaries, and answer estate planning questions on demand.

Coming Soon

VAI reads every uploaded document and builds the client profile with you. It validates what matters most, reasons at the depth of a veteran estate planner, and gets it right on the structured fields advisors rely on most: fiduciary roles, succession positions, jurisdiction, execution details.

Coming later this year

VAI becomes proactive across your entire book, flagging changes across every client’s estate and surfacing the planning moves that matter, without waiting to be asked.

1 • Confidence

Every advisor plans like a specialist.

VAI is shaped by the practice of Vanilla’s veteran estate planners. Every recommendation is quality-checked before it reaches the advisor and sourced back to the original document. You don’t have to be the senior planner in the room. VAI already is.

2 • REACH

Every client, not just the top of the book.

Sophisticated planning stops being reserved for UHNW. VAI extends expert-level attention to every wealth segment. Every client gets planning depth, without expanding advisor headcount.

3 •IMPACT

Meaningful moves, every time.

VAI surfaces the top planning opportunities per client, grounded in what a veteran planner would recommend: life events, tax law changes, trust funding gaps, and beneficiary misalignments.

Built for advisors, by planners

Built on the expertise of veteran planners.

VAI is a purpose-built agentic AI, shaped by Vanilla’s in-house team of trust and estate professionals and grounded in the judgment of Steve Lockshin, who’ve spent their careers at the top of this industry. It thinks like a planner because it was built by them.

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Steve Lockshin on Vanilla AI and agentic estate planning

Frequently Asked Questions

VAI is the agentic AI at the heart of the Vanilla platform. It reads estate documents, builds full client profiles, and surfaces the planning opportunities that matter, all in a natural conversation with the advisor.

Today’s AI supports specific tasks. The evolution turns VAI into a planning coach that works across the entire estate, continuously. It moves from reactive to proactive, from feature-by-feature to the connective intelligence tying the platform together.

VAI is not a generic AI. It’s purpose-built for estate planning, shaped by Vanilla’s in-house team of estate planning attorneys, and grounded in over 180 years of cumulative practice. Every output is quality-checked and sourced back to its origin. Complex cases escalate to Vanilla’s in-house planning team.

Yes. You can tailor outputs using plain-English instructions and save those configurations as shareable templates so every advisor on your team produces a consistent, on-brand client deliverable. This is one of the main ways larger firms standardize their estate planning experience.

Trust funding gaps. Beneficiary designations that don’t match current family or estate data. State-level tax law changes that affect specific clients. Documentation gaps and inconsistencies across uploaded documents. Life insurance coverage inadequacies relative to estate liability. Life event triggers as they happen. All continuously, across every client.

No. VAI analyzes estate documents, surfaces planning opportunities, and drafts recommendations for the advisor’s review. It doesn’t advise the client directly. It doesn’t replace an attorney. The advisor is always the decision-maker.

General Availability begins later this year. If you’re not a Vanilla customer yet, sign up below to stay up-to-date with the latest.

No. Vanilla does not use client data to train or fine-tune any underlying model. We improve accuracy through prompt refinement, safeguard tuning, and internal feedback loops. Your data stays your data.

Stay close to the launch.

General availability begins later this year. Be the first to hear as we approach release.