Freedom251 › Estate Planning Software
Vanilla
What Vanilla is
Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys serving clients across the wealth spectrum. It brings document creation, estate visualizations, gap analysis, tax projections, and client-ready deliverables into a shared planning workflow. Its V/AI assistant can summarize estate plans, review them, extract details from documents, and surface potential issues for advisors. Vanilla Scenarios supports comparisons of approaches including GRATs, SLATs, and charitable strategies. Listed integration partners include eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce, with API access for custom integrations. The three plans are Advanced, Expert, and Enterprise, with prices available on request. Advanced includes visualizations, customizable PDF reports, document creation, projections, Scenarios, and V/AI summaries and co-pilot. Expert adds Estate Builder and AI-assisted abstractions; abstraction services are an optional purchase. Enterprise offers firm-specific features such as role permissions, planner workflows, and custom in-app content. Vanilla reports annual SOC 2 Type II audits and TLS encryption in transit and AES-256 encryption at rest. Subscription support includes onboarding, training, technical support, and access to in-house specialists.
Who it suits
Vanilla is intended for financial advisors, planners, and attorneys who prepare estate plans for clients. Its tools and plans also address firms with complex or enterprise requirements.
What it does well
- Combines document creation, projections, and visualizations.
- V/AI summarizes plans and extracts document details.
- Scenarios compare GRAT, SLAT, and charitable approaches.
- API access supports custom integrations.
- Subscription support includes onboarding and training.
What to know first
- Pricing is available only on request.
- Implementation is typically 3–6 weeks for most firms.
- Abstraction services are an optional purchase.
Limits
All listed plans use request pricing. Advanced does not include Expert's Estate Builder or AI-assisted abstractions, while Enterprise-only capabilities include firm-tailored features, team segmentation, permissions, workflows, custom content, and enterprise support.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Advanced | Request pricing · Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations · Planning opportunities · Estate projections · Vanilla Scenarios · V/AI summaries + co-pilot | On request |
| Expert | Request pricing · Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services | On request |
| Enterprise | Request pricing · Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments · Custom in-app content · Enterprise-level support | On request |
As justvanilla.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Vanilla website
- Request pricing for Advanced, Expert, or Enterprise
- Work through onboarding and training support
- Connect listed integrations or use API access for custom integrations
- Complete implementation, typically within 3–6 weeks
Verdict
Vanilla brings estate planning tools, scenario comparisons, and AI-assisted review into a platform for professional practices. Firms should request pricing and account for the stated implementation period when evaluating it.
Questions
Who is Vanilla for?
Vanilla is designed for financial advisors, planners, and attorneys serving clients across the wealth spectrum.
What plans are available?
The plans are Advanced, Expert, and Enterprise. Each is priced on request.
Does Vanilla offer integrations?
Yes. Listed partners include eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce, and Vanilla offers API access for custom integrations.
What does Expert add?
Expert includes everything in Advanced plus Estate Builder and AI-assisted abstractions, with an option to purchase Vanilla Abstraction Services.
How is client data protected?
Vanilla reports annual SOC 2 Type II audits, clean audits since 2022, TLS encryption in transit, and AES-256 encryption at rest.
Facts from Vanilla's own pages
- 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
- 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
- Core tools
- The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together. · 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
- Founded
- 2019 · justvanilla.com, 28 Sept 2026
- Headquarters
- Bellevue, Washington, United States · justvanilla.com, 28 Sept 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
- 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
- Intended users
- Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum. · 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
- Product
- Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys. · 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
- 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
- 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
Where Vanilla stands on Freedom251
- Estate Planning Software#21 of 24