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
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.
