Vanilla

Vanilla is estate planning software sold to financial advisors, RIAs and attorneys rather than to consumers. It reads a client's existing documents, builds a structured estate profile with visual diagrams, models tax and distribution outcomes, and produces client-ready deliverables an advisor can take into a meeting.

The platform is split into modules. Estate Health Check uses a questionnaire to surface planning gaps and liquidity or insurance needs without requiring documents, and returns colour-coded priorities with talking points. Document Builder creates attorney-drafted, state-specific documents through guided questionnaires, with professional printing and shipping and access to what Vanilla describes as one centrally managed firm of 100+ estate planning attorneys across all 50 states on flat-fee pricing. Scenarios models GRATs, SLATs and charitable strategies side by side, with waterfall projections and handling for state taxes, GST and residue calculations. VAI, the platform's AI, extracts data from uploaded documents, builds the client profile, validates fiduciary roles, succession, jurisdiction and execution details, and answers estate planning questions.

The company was founded in 2019 and issues its announcements from Bellevue, Washington, with funding from Venrock and Insight Partners among others. Its in-house team of attorneys, paralegals and CFPs is described as holding over 180 years of combined practice, and VAI's outputs are said to be quality-checked and sourced back to the originating document. It was named a winner in the Estate Planning - Technology category at the 2026 Wealthies awards and a 2026 InvestmentNews 5-Star Technology Provider.

Pricing is not published anywhere on the site. Ask what the subscription covers per advisor and per client, how attorney network engagements are billed on top, and which AI capabilities are live today: the site describes proactive book-wide monitoring as coming later in the year rather than shipped.