Vanilla vs. the Competition – ESTATE PLANNING

Stronger relationships.

Smarter planning.

More growth.

All with a visual “Wow”.

Talk to sales Chat with us

Enterprise-grade solutions

Vanilla’s comprehensive platform is designed to meet the needs of every advisor—from boutique firms to large enterprises—ensuring that all clients, regardless of their wealth level, receive top-tier service.

Proven to drive growth

80% of customers report positive growth in AUM after adopting Vanilla, with some firms seeing increases of up to 50%

The leading estate planning solution

Advisors and planners choose Vanilla for our superior technology, rapid pace of innovation, and fierce commitment to serving our customers and their client’s needs.

Get started today!

The Estate Advisory Advantage

Vanilla stands at the forefront of estate planning, delivering an unmatched, comprehensive experience for clients.

Our robust platform, enhanced by cutting-edge estate-planning AI and backed by top-tier human expertise, helps advisors to navigate every aspect of estate planning with speed, precision, and confidence.

Whether you need to move quickly or dive deep, Vanilla is the trusted solution that elevates your advisory practice to the next level.

Schedule a demo

Key features

AI-Powered Document Reviews

Leverage VAI, Vanilla’s AI engine to quickly review your clients’ estate planning documents, allowing you to save time and focus on providing expert guidance.

Interactive visualizations

Experience seamless integration of family, financial, and estate information in one dynamic, interactive view. Easily update and visualize key details, all in a single, intuitive platform..

Estate planning documents included Advisor licenses

Give your client’s a modern way to create trusts or basic estate planning documents

Only with Vanilla

Estate Health Check

Assess your clients’ estate planning needs and proactively suggest next steps

Dynamic scenario modeling

Visualize planning scenarios and model tax saving strategies in real time with Vanilla Scenarios™

Vanilla Abstraction Services

Let Vanilla’s in-house experts pull out key details from a client’s estate documents, so you can easily build a clear, complete client profile.

Enterprises to boutique RIAs trust Vanilla

Not all estate planning software is created equal

See why others choose Vanilla. Our Buyer’s Guide helps you understand the market landscape and what features to look for as you evaluate solutions.

Check out the guide See what our customers have to say

“After looking at other estate planning softwares, we ultimately chose Vanilla–and it was a game-changer for our practice. The platform is intuitive, powerful, and tailored to our needs, making estate planning not just easier but truly exceptional. We’ve finally found a solution that delivers on its promises—no more compromises or workarounds. Our clients feel the difference, and so do we.

SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning

Getting started with Vanilla is easier than you think

We’ll get you up and running in an average of 30 days with a dedicated Customer Success Representative.

Get started today