Articles from Vanilla

Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is designed to simplify complex tasks, streamline workflows, and help advisors build stronger client relationships.

Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S. consumers on their estate planning priorities, challenges, and expectations.

Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor, Edward Jones Ventures*, and new investor Alumni Ventures. In addition to supporting its rapid growth and customer adoption, the company will use the funding to expand its platform, including its first-of-its-kind embedded AI technology, to revolutionize how financial advisors and estate planners help households of all wealth levels build their legacy.

Vanilla, a leading provider of innovative estate planning software, today announced the launch of Vanilla for Attorneys. This newly tailored offering redefines estate planning, allowing attorneys to shift from transactional meetings to fostering ongoing, modern client relationships.

Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using Vanilla can now offer a compelling modern estate planning experience for clients across the wealth spectrum. New features include the ability to connect directly with legal experts, to get powers of attorney for adult children, and to tap into advanced tax planning options. These enhancements were unveiled at Legacy Now, Vanilla’s biannual virtual estate planning event attended by advisors, attorneys, and planners.

Vanilla, a leading provider of innovative estate planning software, today announced the availability of Vanilla Scenarios™, a powerful new tool designed to optimize clients' estate plans for the future. Vanilla Scenarios modernizes estate planning by providing advisors, wealth planners, and estate lawyers with unparalleled capabilities to model multiple planning scenarios dynamically and in real time.