Category: Vanilla Updates

Vanilla

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Oct 09, 2026

Bellevue, WA, October 9, 2026. Vanilla, the modern estate planning platform built for financial advisors, today announced it has been named Technology/Solutions Provider of the Year in the Emerging Technologies category at the 2026 MMI/Barron’s Industry Awards. Now in their 18th year, the awards recognize firms making strides in innovation and leadership in the investment advisory solutions industry. The Emerging Technologies category honors technology and service providers with early-stage or niche innovations that show strong potential to impact the industry, and winners are chosen by a vote of representatives from MMI member firms. The recognition follows Vanilla’s wins in the...

Vanilla

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Oct 07, 2026

Brentmark's review spans federal estate and GST tax, every U.S. jurisdiction with a state estate or inheritance tax, and advanced planning strategies. BELLEVUE, Washington — Oct. 7, 2026 — Vanilla, a leading estate planning platform for wealth management firms, today announced that its calculation engine has been independently validated by Brentmark, a trusted specialist in estate and tax planning serving advisors and attorneys for more than 40 years. Vanilla is the first estate planning platform to undergo this level of third-party scrutiny, with a review spanning federal estate and GST tax, all 13 U.S. jurisdictions with a state estate tax,...

Vanilla

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Oct 01, 2026

New offering connects clients with a nationwide network of 140,000+ credentialed notaries who come to them BELLEVUE, Washington, October 1, 2026: Vanilla, the modern estate planning platform built for financial advisors, today announced the launch of Mobile Notary, a new offering powered by Snapdocs, the leading technology platform for notary and signing workflows across regulated industries. Vanilla’s Mobile Notary brings a vetted, background-checked notary directly to advisors' clients, at a time and location of the client's choosing. It is available now to all Vanilla clients with a finalized plan, accessible directly from their Vanilla dashboard. An estate plan only protects...

Vanilla

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Sep 17, 2026

Bellevue, WA — September 17, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it was named a winner in the 2026 InvestmentNews 5-Star Technology awards, recognizing the best new technology and software for investment management professionals. The third annual awards were published on September 16, 2026. The recognition arrives a week after Vanilla announced its next chapter of agentic estate planning, and follows the company's win in the Estate Planning: Technology category at the 2026 Wealthies earlier this month. The next evolution of VAI extends an advisor's work across their entire book. VAI is...

Vanilla

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Sep 11, 2026

BELLEVUE, Wash., September 11, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it was named a winner in the Estate Planning - Technology category at the 2026 Wealth Management Industry Awards (the "Wealthies"). The 12th annual awards were held on September 10, 2026 at Cipriani 42nd Street in New York City. The category award recognizes Vanilla's constant innovation in a part of the financial plan that had gone untouched for decades. Estate planning sat at the edge of the advisor relationship because the documents were too dense to discuss and too slow to analyze....

Gene Farrell

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Sep 11, 2026

CEO Gene Farrell shares Vanilla’s vision for agentic estate planning and how AI will help advisors deliver more proactive planning. To the advisors we serve, our clients, our team, and our partners, This week we announced the next chapter of Vanilla, agentic estate planning. Most Americans don't have an estate plan even though most of them know they should. That gap has been sitting in plain view for decades, and it persists because the work was built by hand and priced accordingly. Your client got referred out, waited weeks, paid thousands for documents nobody could tell them were any good,...

Vanilla

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Sep 10, 2026

The next evolution of Vanilla’s AI, VAIⓇ, is designed to read across an advisor's entire book and surface what deserves attention, previewing at Future Proof Festival ahead of general availability later this year. BELLEVUE, Wash., September 10, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced its next chapter with agentic AI at the core. The company is making estate planning a more powerful and proactive practice that delivers greater value and impact to advisors and their entire client book. Vanilla's AI, VAIⓇ, will work across the platform through specialized agents: reading documents to onboard...

Vanilla

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Aug 26, 2026

BELLEVUE, WA (August 24, 2026) — Vanilla, the modern estate planning platform built for financial advisors, today announced it has been named a finalist in two categories at the 2026 ThinkAdvisor Luminaries Awards: Thought Leadership and Education (Firm), and C-Suite Leader of the Year, where President and CEO Gene Farrell and VP of Marketing Emily Tran were both selected. The Thought Leadership and Education recognition honors the research and education program Vanilla has built for advisors over the past year. That work includes the 2026 State of Estate Planning Report, drawn from a survey of more than 1,000 advisors and...

Vanilla

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Aug 25, 2026

Vanilla Safe gives every member of a household access and guidance they need for an emergency, set up by their advisor in one click. BELLEVUE, Wash. — August 25, 2026 — Vanilla, the leading estate planning platform for wealth management firms, today announced the beta launch of Vanilla Safe™, a new product that provides organized access to key documents, contacts, and guidance for an emergency to every member of a client household, from spouses to adult children to fiduciaries. Enabled by advisors with a single invite, Vanilla Safe is available on mobile and web at no additional cost to every...