Vanilla
Estate planning platform for advisors, with gap checks, document building and attorney access.
justvanilla.comVanilla is an estate planning platform for advisors and wealth firms. Its site lists a client questionnaire that finds planning gaps, a guided document builder, an AI assistant that extracts data from estate documents, scenario modeling and a network of independent law firms.
Steve Lockshin, a former advisor, founded the company in 2019, according to press coverage, and Axios reported in October 2024 that it had raised $35 million. Published sources disagree on its headquarters.
What it does
- Estate health check
- Document builder
- AI document extraction
- Scenario modeling
- Attorney network
Works with
Integrations
- eMoney
- Salesforce
As listed by Vanilla.
Coverage
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