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Vanilla pricing
Short answer: Vanilla doesn't publish prices on its website (checked October 22, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Vanilla plans and prices
| Plan | Price | Note |
|---|---|---|
| Advanced | Contact vendor | visuals, reports, document creation, scenarios, V/AI summaries and copilot |
| Expert | Contact vendor | adds Estate Builder and AI-assisted abstractions |
| Enterprise | Contact vendor | roles, permissions and planner workflows |
Prices as of October 22, 2026, in USD, as listed on Vanilla's pricing page. Vendors change prices often; confirm before you buy.
- Vanilla says pricing is per user by license type, with unlimited estate plans and no per-plan fee. Quotes come from its sales team.
- Vanilla says most firms are up and running within 3 to 6 weeks.
Questions to ask for a quote
- Ask which features are in Advanced vs. Expert before you buy.
- Abstraction Services may cost extra; get it in the quote.
- Plan for a multi-week implementation.
Vanilla pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Vanilla | Contact vendor | None listed | Pricing details |
| Wealth.com | Contact vendor | None listed | Pricing details |
| Trust & Will | Free; paid from $2,500/yr | Free advisor plan; clients pay for their own estate plan at a 10% discount. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Vanilla review · Vanilla alternatives · Best tax return and document analysis tools
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FAQ
How much does Vanilla cost?
Vanilla doesn't list prices publicly. Contact the vendor for a quote.
Does Vanilla have a free plan or trial?
Vanilla's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask Vanilla about pricing?
Ask which features are in Advanced vs. Expert before you buy. Abstraction Services may cost extra; get it in the quote. Plan for a multi-week implementation.