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.
Other Popular Alternatives & Related Software
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.
Learn more about Holistiplan
Discourse
Discourse is a secure and customizable platform for building online communities. Designed for organizations that care about control and flexibility, it supports a wide range of use cases including customer support, product feedback, internal collaboration, and member engagement.
Built on open source technology, Discourse gives teams full visibility and ownership of their data. The platform supports real time conversation, long form discussion, advanced moderation, and automation. Features like trust levels, user roles, and granular permissions make it easy to scale with confidence.
Discourse is used by leading companies, public institutions, and open communities. Whether hosted by your team or through our managed offering, it is built to integrate into your stack and evolve with your needs.
Learn more about Discourse
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.
Learn more about eState Planner
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
Learn more about FP Alpha
Integrations
API:
Yes, Vanilla offers API access
No integrations listed.
Company Information
Vanilla
Founded: 2019
United States
www.justvanilla.com
Videos and Screen Captures
Other Useful Business Software
Build Agents and Models on One Platform
Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
Vanilla Frequently Asked Questions
Q: What kinds of users and organization types does Vanilla work with?
Vanilla works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Vanilla support in their product?
Vanilla supports these languages: English.
Q: What kind of support options does Vanilla offer?
Vanilla offers support via phone support and online.
Q: Does Vanilla have an API?
Yes, Vanilla has an API.
Q: What type of training does Vanilla provide?
Vanilla provides training in the form of documentation, live online, in person, and videos.
