Vanilla

6.1easy start · #11 of 24
in Estate Planning Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

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Vanilla is ranked #11 of 24 in estate planning software on The Geeks Club. It runs on API, Web. There is no free plan.

Vanilla plans and pricing

All plans

Advanced Not published Request pricing Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations · Planning opportunities · Estate projections · Vanilla Scenarios · V/AI summaries + co-pilot justvanilla.com · 4 Oct 2026

Expert Not published Request pricing Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services justvanilla.com · 4 Oct 2026

Enterprise Not published Request pricing Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments · Custom in-app content · Enterprise-level support justvanilla.com · 4 Oct 2026

Compared on estate planning software

Free plan: No
Planning scope: full_estate_plan
Trust support: Yes
Power of attorney: Yes
Beneficiary planning: Yes
Attorney review: Yes
State coverage: 50 states
Document storage: Yes

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The record

Product: Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.
Core tools: The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together.
AI assistant: V/AI can generate estate plan summaries, review plans, extract document details, and surface potential issues for advisors.
Scenario modeling: Vanilla Scenarios can model strategies such as GRATs, SLATs, and charitable strategies for comparison.
Integrations: Vanilla lists eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce among its integration partners, and says it offers API access for custom integrations.
Pricing model: Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap.
Security: Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022.
Encryption: Vanilla says client data is encrypted in transit with TLS and at rest using AES-256.
Support: Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services.
Implementation: Vanilla says most firms are up and running within 3–6 weeks, with customized timelines for enterprise clients with complex requirements.
Intended users: Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum.
Company history: Founder Steve Lockshin founded Vanilla in 2019 to simplify and automate estate planning for financial advisors and attorneys.
Founded: 2019
Headquarters: Bellevue, Washington, United States

Where it ranks on The Geeks Club

Best Estate Planning Software in 2026#11 of 24

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Sources

justvanilla.com· checked 4 Oct 2026
justvanilla.com/pricing· checked 4 Oct 2026
justvanilla.com/product-integrations· checked 4 Oct 2026
justvanilla.com/trust· checked 4 Oct 2026
justvanilla.com/trust/security· checked 4 Oct 2026
justvanilla.com/aboutus· checked 4 Oct 2026