Vanilla

Overview

An AI-powered estate planning software platform, Vanilla streamlines and modernizes estate planning for financial advisors, wealth managers, and attorneys. Established in 2019 by Steve Lockshin, the company has secured substantial funding from prominent investors such as Michael Jordan and F. William McNabb III. Based in Washington, Vanilla brings together expertise from wealth management, design, technology, and estate planning.

The platform offers comprehensive automation of estate planning tasks, including AI-powered automation, visual estate planning diagrams, on-demand document generation, and advanced tax analysis. With the largest attorney network in the sector—over 100 legal professionals spanning all 50 states—Vanilla provides robust support for advisors. Security and compliance is a top priority, with enterprise-grade measures trusted by Fortune 100 banks. Vanilla has processed more than 45,000 estate planning documents and has earned industry recognition and awards.

Basic Information

Contact Details

• Phone: +1 866-385-1180
• Website: justvanilla.com
• LinkedIn: linkedin.com/company/justvanilla

Key Focus Areas & Initiatives

• B2B client relationship management
• Estate visualization tools
• Client onboarding platform
• AI-powered estate planning
• Estate planning scenario analysis
• AI-driven estate analysis
• Trust funding automation
• Visual estate planning diagrams
• On-demand document generation
• Tax analysis and projections
• Attorney network support
• Security and compliance measures
• Document management and automation
• Holistic wealth management
• Multi-generational estate planning
• Estate law compliance
• Client engagement platform
• Wealth management integration
• Scenario analysis tools
• Legacy planning software

Technologies Used

• AI
• AWS Trusted Advisor
• Active Campaign
• Amazon AWS
• Amazon Elastic Container Service (Amazon ECS)
• Android
• Circle
• Cloudflare DNS
• Gmail
• Google Apps
• Google Cloud Platform
• Google Tag Manager
• Hubspot
• IoT
• Kubernetes
• MailChimp SPF
• Microsoft Azure
• Microsoft Office 365
• Mobile Friendly
• Mode
• React
• React Redux
• Remote
• Salesforce
• Siemens SIMATIC S7
• Slack
• Splunk SOAR
• Sprig
• Tor
• Visual Website Optimizer
• Wistia
• WordPress.org

Affiliated Organizations & Regional Branches