Introducing V/AI Copilot: The first AI-driven estate planning assistant
By Role
For Advisors
For Estate Planners
For Family Offices
For Enterprises
Key Features
On-Demand Estate Plans
Protect clients' estates with a modern trust.
AI-Powered Estate Visualizations
Help clients understand their existing plan.
Tax Projections and Optimization
Project and model tax planning strategies.
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Guides
Client Materials
Vanilla Academy
Customer Stories
Product Updates
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Webinars and Videos
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Company
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In the News
featured resource
Vanilla Helps Mariner Wealth Advisors be at the Forefront of Estate Planning
Vanilla Plan Snapshot
The Vanilla Estate Planning Playbook (updated for 2025)
The Buyer’s Guide to Picking the Best Estate Planning Software for Financial Advisors...
Why have attorneys found Vanilla so useful?
What’s your estate planning success story?
Ready to get started?
Talk to our sales team today.
