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Vanilla
In one line: Estate planning platform for advisors with V/AI document summaries, estate visuals and strategy scenarios.
| Best for | Advisors who want to review clients' existing estate plans and model advanced strategies |
|---|---|
| Category | Tax return & document analysis |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 22, 2026) |
| Website | www.justvanilla.com/ |
| Last checked | October 22, 2026 |
What it does
Vanilla says its V/AI assistant extracts data from estate documents, generates plan summaries and answers questions through an AI copilot, alongside estate diagrams, gap analysis, tax projections, document creation and scenario modeling for strategies like GRATs and SLATs. It also offers an in-house team of former practicing attorneys for document abstraction, and says client data is never used to train AI models.
Get a Vanilla demo
Tell us a little about your firm and we'll pass your request to Vanilla's team. Free, no obligation.
Alternatives to Vanilla
Wealth.com
Firms that want estate documents, tax modeling and visual estate summaries in one platform
Trust & Will
Advisors who want a low-cost way to get clients a will or trust and summarize existing documents
FP Alpha
Advanced planning across tax, estate and insurance
Compare: Wealth.com vs Vanilla
From the blog
FAQ
What is Vanilla?
Estate planning platform for advisors with V/AI document summaries, estate visuals and strategy scenarios.
Who is Vanilla best for?
Advisors who want to review clients' existing estate plans and model advanced strategies. It is in our tax return & document analysis category.
How much does Vanilla cost?
Vanilla doesn't publish prices on its website as of October 22, 2026; contact the vendor for a quote.
What are alternatives to Vanilla?
Wealth.com, Trust & Will, FP Alpha.