- Home
- Estate Planning Software
- Vanilla
On the recordRead 4 Oct 202614 facts
Vanilla
Bellevue, Washington, United States
Plans and prices
Advanced
Priced on request
Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations
Read 4 Oct 2026 · justvanilla.com
Enterprise
Priced on request
Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments
Read 4 Oct 2026 · justvanilla.com
Expert
Priced on request
Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services
Read 4 Oct 2026 · justvanilla.com
On the record
- AI assistant
- V/AI can generate estate plan summaries, review plans, extract document details, and surface potential issues for advisors.justvanilla.com · read 4 Oct 2026
- Company history
- Founder Steve Lockshin founded Vanilla in 2019 to simplify and automate estate planning for financial advisors and attorneys.justvanilla.com · read 4 Oct 2026
- Core tools
- The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together.justvanilla.com · read 4 Oct 2026
- Encryption
- Vanilla says client data is encrypted in transit with TLS and at rest using AES-256.justvanilla.com · read 4 Oct 2026
- Implementation
- Vanilla says most firms are up and running within 3–6 weeks, with customized timelines for enterprise clients with complex requirements.justvanilla.com · read 4 Oct 2026
- Integrations
- Vanilla lists eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce among its integration partners, and says it offers API access for custom integrations.justvanilla.com · read 4 Oct 2026
- Intended users
- Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum.justvanilla.com · read 4 Oct 2026
- Pricing model
- Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap.justvanilla.com · read 4 Oct 2026
- Product
- Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.justvanilla.com · read 4 Oct 2026
- Scenario modeling
- Vanilla Scenarios can model strategies such as GRATs, SLATs, and charitable strategies for comparison.justvanilla.com · read 4 Oct 2026
- Security
- Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022.justvanilla.com · read 4 Oct 2026
- Support
- Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services.justvanilla.com · read 4 Oct 2026
