Everplans From $8.33/mo · Free plan 9.1 Visit Vanilla
justvanilla.com
Spec sheet
- Product
- Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys.Read 4 Oct 2026 · justvanilla.com
- Intended users
- Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum.Read 4 Oct 2026 · justvanilla.com
- Integrations
- Vanilla lists eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce among its integration partners, and says it offers API access for custom integrations.Read 4 Oct 2026 · justvanilla.com
- Security
- Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022.Read 4 Oct 2026 · justvanilla.com
- Support
- Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services.Read 4 Oct 2026 · justvanilla.com
- Headquarters
- Bellevue, Washington, United StatesRead 28 Sep 2026 · justvanilla.com
- Founded
- 2019Read 28 Sep 2026 · justvanilla.com
- AI assistant
- V/AI can generate estate plan summaries, review plans, extract document details, and surface potential issues for advisors.Read 4 Oct 2026 · justvanilla.com
- Company history
- Founder Steve Lockshin founded Vanilla in 2019 to simplify and automate estate planning for financial advisors and attorneys.Read 4 Oct 2026 · justvanilla.com
- Core tools
- The platform brings estate document creation, visualizations, gap analysis, tax projections, and client-ready deliverables together.Read 4 Oct 2026 · justvanilla.com
- Encryption
- Vanilla says client data is encrypted in transit with TLS and at rest using AES-256.Read 4 Oct 2026 · justvanilla.com
- Implementation
- Vanilla says most firms are up and running within 3–6 weeks, with customized timelines for enterprise clients with complex requirements.Read 4 Oct 2026 · justvanilla.com
- Pricing model
- Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap.Read 4 Oct 2026 · justvanilla.com
- Scenario modeling
- Vanilla Scenarios can model strategies such as GRATs, SLATs, and charitable strategies for comparison.Read 4 Oct 2026 · justvanilla.com
Plans and prices
Advanced Priced on request Request pricing Estate visualizations · Customizable PDF reports · Document creation · Balance sheet + integrations · Planning opportunities · Estate projections · Vanilla Scenarios · V/AI summaries + co-pilot Read 4 Oct 2026 · justvanilla.com
Enterprise Priced on request Request pricing Features tailored to each firm · Team segmentations · Roles and permissioning · Planner workflows and assignments · Custom in-app content · Enterprise-level support Read 4 Oct 2026 · justvanilla.com
Expert Priced on request Request pricing Everything in Advanced · Estate Builder · AI-assisted abstractions · Option to purchase Vanilla Abstraction Services Read 4 Oct 2026 · justvanilla.com
Where Specifiction places it
- Estate Planning Software#24 of 246.8
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