Vanilla, purpose-built by advisors and estate professionals, offers comprehensive estate planning software for advisors.

The firm supports the legacy building process through client and advisor education, visualizing and optimizing plan structure, monitoring for changes, supporting document creation and plan execution.

VAI, its proprietary AI model, powers features like Vanilla Estate Builder, which reduces the time required to create estate plans, visual diagrams, tax projections and beneficiary summaries.

This scalability challenges the industry’s traditional high-cost, low-volume business model. Vanilla, which achieved a 97% customer satisfaction score, has also launched ”Vanilla Academy,” an educational resource for financial advisors featuring multimedia content and free, on-demand continuing education credit for participants.