Vanilla

No phone app

5.5No. 10 of 24
in Estate Planning Software

Recognised40% of the score20
Phone app26% of the score0
Documented20% of the score93
Free plan14% of the score0

Free plan: No
Runs on: api, Web

Summary

Vanilla is ranked #10 of 24 in estate planning software on Samsung Mobile US Press. It runs on API, Web. There is no free plan.

Vanilla plans and pricing

All plans

Advanced Not published Request pricing Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations · Planning opportunities · Estate projections · Vanilla Scenarios · V/AI summaries + co-pilot justvanilla.com · 4 Oct 2026

Expert Not published Request pricing Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services justvanilla.com · 4 Oct 2026

Enterprise Not published Request pricing Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments · Custom in-app content · Enterprise-level support justvanilla.com · 4 Oct 2026

Compared on estate planning software

Free plan: Nojustvanilla.com
Planning scope: full_estate_planjustvanilla.com
Trust support: Yesjustvanilla.com
Power of attorney: Yesjustvanilla.com
Beneficiary planning: Yesjustvanilla.com
Attorney review: Yesjustvanilla.com
State coverage: 50 statesjustvanilla.com
Document storage: Yesjustvanilla.com

Facts

Product: Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.justvanilla.com · 4 Oct 2026
Core tools: The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together.justvanilla.com · 4 Oct 2026
AI assistant: V/AI can generate estate plan summaries, review plans, extract document details, and surface potential issues for advisors.justvanilla.com · 4 Oct 2026
Scenario modeling: Vanilla Scenarios can model strategies such as GRATs, SLATs, and charitable strategies for comparison.justvanilla.com · 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 · 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 · 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 · 4 Oct 2026
Encryption: Vanilla says client data is encrypted in transit with TLS and at rest using AES-256.justvanilla.com · 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 · 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 · 4 Oct 2026
Intended users: Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum.justvanilla.com · 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 · 4 Oct 2026