Vanilla
Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.
What Vanilla is
Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys. It brings document creation, estate visualizations, gap analysis, tax projections, and client-ready deliverables together. Its V/AI assistant can generate plan summaries, review plans, extract document details, and surface potential issues for advisors. Vanilla Scenarios supports comparison of strategies such as GRATs, SLATs, and charitable strategies. Listed integration partners include eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce; API access is available for custom integrations. Advanced, Expert, and Enterprise plans are priced on request. Advanced includes visualizations, customizable PDF reports, document creation, projections, Scenarios, and V/AI summaries and co-pilot. Expert adds Estate Builder and AI-assisted abstractions, with an option to purchase abstraction services. Enterprise offers firm-specific features such as team roles, workflows, and custom in-app content. Vanilla reports annual SOC 2 Type II audits, with clean audits since audits began in 2022, and says client data is encrypted in transit with TLS and at rest using AES-256.
Good
- Combines document creation, projections, and visualizations.
- V/AI can summarize and review estate plans.
- Scenarios supports strategy comparisons.
- Offers API access for custom integrations.
- Subscription support includes onboarding and training.
Watch out
- Pricing is available on request.
- Most firms take 3–6 weeks to get up and running.
- Enterprise timelines may be customized for complex requirements.
Who it suits
Vanilla is for financial advisors, planners, and attorneys serving clients across the wealth spectrum. It may suit firms that want estate planning tools, scenario modeling, integrations, and implementation support.
Verdict
Vanilla brings estate planning workflows, AI assistance, and scenario comparisons into one platform for professional users.
Plans and prices
From Vanilla's own pricing page, checked 4 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Advanced | Priced on request | Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations · Planning opportunities · Estate projections · Vanilla Scenarios · V/AI summaries + co-pilot · Request pricing |
| Expert | Priced on request | Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services · Request pricing |
| Enterprise | Priced on request | Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments · Custom in-app content · Enterprise-level support · Request pricing |
The facts
Each one read from Vanilla's own pages, with the date it was checked.
What it does
- AI assistant
- V/AI can generate estate plan summaries, review plans, extract document details, and surface potential issues for advisors.checked 4 Oct 2001
- Core tools
- The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together.checked 4 Oct 2001
- Encryption
- Vanilla says client data is encrypted in transit with TLS and at rest using AES-256.checked 4 Oct 2001
- Implementation
- Vanilla says most firms are up and running within 3–6 weeks, with customized timelines for enterprise clients with complex requirements.checked 4 Oct 2001
- Integrations
- Vanilla lists eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce among its integration partners, and says it offers API access for custom integrations.checked 4 Oct 2001
- Intended users
- Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum.checked 4 Oct 2001
- Pricing model
- Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap.checked 4 Oct 2001
- Product
- Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.checked 4 Oct 2001
- Scenario modeling
- Vanilla Scenarios can model strategies such as GRATs, SLATs, and charitable strategies for comparison.checked 4 Oct 2001
- Security
- Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022.checked 4 Oct 2001
- Support
- Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services.checked 4 Oct 2001
The company
- Company history
- Founder Steve Lockshin founded Vanilla in 2019 to simplify and automate estate planning for financial advisors and attorneys.checked 4 Oct 2001
- Founded
- 2019checked 28 Sep 2001
- Headquarters
- Bellevue, Washington, United Stateschecked 28 Sep 2001
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