Jessica Lantz

Feb 24, 2025

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2024 in Review: A Transformational Year for Estate Planning

As we gear up for our first product release in the new fiscal year, we’re reflecting on 2024 and the remarkable achievements and transformative features that have shaped estate planning for advisors and their clients. 

Here are some high points:

• Platform adoption skyrocketed 300%
• 16,000+ estates and $250B in assets were modeled with Vanilla
• 80+ new features were shipped to make estate planning easier than ever

Let’s dive into our top product releases of 2024.

Accelerate onboarding and planning with the power of AI

Delivering time savings and facilitating client  conversations with AI was a big focus in 2024. We launched V/AI Estate Summaries to eliminate time-consuming document processing by automatically extracting and populating estate profiles, while V/AI Copilot emerged as advisors’ trusted AI assistant. Together, these AI innovations transform how advisors work – from initial client onboarding through ongoing planning conversations – making estate planning for every client more accessible and efficient.

Start the conversation with Estate Health Check

The new Estate Health Check emerged as a game-changing tool, helping advisors have streamlined client and prospect conversations. With Estate Health Check, advisors can onboard clients faster and easily uncover planning opportunities that guide meaningful discussions.

Produce professional documents in a fraction of the time

Quickly creating or updating documents for your clients as part of your service offering has never been easier. Now free for your first 100 clients, Vanilla Document Builder offers a broad range of packages–from basic to advanced–with auto-generated visual summaries and progress tracking. All drafted by a leading team of attorneys from AMLAW-100 law firms.

Get access to an industry-leading network of attorneys

The launch of the Vanilla Attorney Network brought together hundreds of legal professionals across all 50 states, creating an industry-leading integrated network. From basic document review to complex tax strategies, advisors and clients now have direct access to qualified legal support through Vanilla.

Automate data entry with the new eMoney integration

In 2024, Vanilla also became the first-ever estate planning platform to integrate with eMoney. This groundbreaking partnership means your clients’ financial data is automatically synced, eliminating manual data entry and keeping every Balance Sheet automatically up-to-date.

Transform plan complexity into clear visual stories 

Plan Snapshot emerged as the go-to resource for client meetings, offering powerful one-page visualizations that tell the complete estate planning story. This intuitive feature provides clear, comprehensive views of complex estate structures, making it easier than ever to communicate sophisticated planning concepts to clients.

Plan estate scenarios in real-time

The new Scenarios feature revolutionizes how advisors model and present planning strategies. By enabling dynamic projections of different planning scenarios, advisors can now demonstrate the long-term impact of tax and estate strategies and help clients choose the best path forward.

Make plans interactively with Calculators

Make client conversations dynamic with automatic modeling and impact analysis for potential estate planning strategies. Get powerful visualizations that are accessible for clients at every stage of their estate planning journey.

Foster client relationships through digital collaboration  

The launch of our Client Portal created a dedicated digital space for client collaboration, elevating the planning experience beyond traditional boundaries. This secure platform enables clients to engage directly with their estate plans, fostering stronger advisor-client relationships through seamless interaction and real-time access to planning materials.

Looking forward to 2025

These achievements weren’t just product launches – they were responses to your needs and shaped by your feedback. As the first AI-powered estate advisory platform, we’re proud to help advisors grow their practices while delivering exceptional client experiences.

Thank you for making 2024 a transformative year in estate planning. We’re excited to continue innovating and supporting your success in 2025 and beyond.