Vanilla

Vanilla is a company that provides an all-in-one estate planning software platform designed for advisors, estate planners, family offices, and enterprises. The software offers on-demand estate plans, AI-powered visualizations to help clients understand their existing plans, and tools for tax projections and optimization. Vanilla's platform streamlines estate planning by integrating with existing financial planning software and CRM systems, enhancing the user's workflow without requiring changes. It is recognized for its comprehensive security framework and high-quality customer support. The platform aims to simplify estate planning through advanced technology, allowing for easy creation of estate documents, visualization of plans, and scenario analysis.