Audience
Wealth advisors, estate‑planning attorneys, and in‑house planners seeking a solution to create, visualize, model, and deliver estate plans from intake through scenario analysis
About Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.
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Integrations
API:
Yes, Vanilla offers API access
No integrations listed.
Company Information
Vanilla
Founded: 2019
United States
www.justvanilla.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
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Support
Phone Support
Online
