Vanilla (JustVanilla)
AI-powered estate planning with document creation and scenario modeling
Overview
Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Designed for financial advisers with clients who require basic to complex estate planning services.
Key Features
- AI Document Creation
- Estate Summaries
- Scenario Modeling
- Client Collaboration
- Compliance Tools
Integrations
CRMPlanning SoftwareDocument ManagementE-Signature
Details
- Platforms
- Web
- Target Users
- RIAs, Financial Advisors, Estate Planners
- Pricing Model
- Subscription
- Full Pricing Details
- Contact for pricing
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