Vanilla

Estate planning software used to create estate documents, visualize plans, and do what-if scenario analysis, with AI to build branded, visual reports that drive more impactful client meetings.

For enterprise wealth management firms, Vanilla enables teams to deliver a white-glove estate planning offering through modern visualizations, sophisticated scenario planning, and on-demand document creation. Built with enterprise workflows and standards, every division can scale planning from mass affluent clients to high-net-worth clientele.

For family offices, Vanilla offers polished visualizations, sophisticated scenario planning, and differentiated planning advice. Vanilla helps multi-family offices and firms serving high net-worth clients deliver a differentiated planning experience.

And Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents.