Vanilla

justvanilla.com

Vanilla is a pioneering estate planning software designed to simplify and automate the estate planning process for wealth management firms. Founded by industry experts, it offers features like on-demand estate plans, AI-powered visualizations, and tax optimization strategies, making it accessible for advisors and clients of all wealth levels. With a focus on user experience and integration with existing tools, Vanilla aims to enhance client relationships and streamline the estate planning journey. The company has gained traction in the wealth management sector, supported by notable investors and a team with extensive experience in finance and technology.