Vanilla

Vanilla is an AI-powered estate planning platform for advisory firms. It brings document creation, visual diagrams, gap analysis, tax projections and client-ready deliverables into one place, with the aim of deepening client relationships, driving retention and growing assets under management. Advisors get branded tools and AI-assisted planning that position them as the expert before any documents are signed.

The workflow starts with a simple questionnaire that reveals planning gaps and opportunities across a firm's whole book. Clients then complete wills, trusts and essential documents through guided questionnaires while the advisor learns more about the household's financial picture. Vanilla describes the industry's first AI-driven estate planning assistant, which instantly generates plan summaries, reviews existing estate plans and extracts data from documents in minutes. Advisors can model GRATs, SLATs and charitable strategies in minutes and compare approaches side by side, and conversations about a client's balance sheet, wealth projections and estate tax estimates help grow share of wallet.

Testimonials on the site call Vanilla a one-stop shop for prospecting, building trust and winning business, and one firm credits it with three times revenue growth among high-adopting advisor teams. The vendor offers a buyer's guide to estate planning platforms and runs webinars on agentic estate planning. A pricing page exists but no rates were visible on the captured page.