JustVanilla (Vanilla) is an estate planning software platform designed for financial advisors, planners, and attorneys. It provides tools to analyze estate structures, visualize complex client scenarios, and create comprehensive estate plans using AI‑powered automation. The platform includes document abstraction, tax modeling, beneficiary mapping, and interactive diagrams that clarify asset flows and trust structures. It is built on extensive trust‑and‑estate expertise and supports scalable workflows for enterprises and planning teams. Vanilla aims to streamline onboarding, reduce manual analysis, and offer a consistent, repeatable advisory experience for clients of all wealth levels.

Key Features

AI‑Powered Estate Planning Automates onboarding, document summarization, and plan creation.

• AI‑assisted plan builder
• Automated analysis and recommendations

Visual Estate Diagrams Converts complex documents into clear, dynamic visualizations.

• Flowcharts showing asset distribution
• Beneficiary summaries and plan structure maps

Scenario Modeling & Tax Strategy Tools Allows advisors to explore estate strategies and compare outcomes.

• Model trusts like ILITs, GRATs, and IDGTs
• Evaluate tax implications and future projections

Document Abstraction & Analysis Processes and abstracts large volumes of legal documents.

• 45,000+ documents processed
• Identify gaps and planning opportunities

Enterprise‑Grade Security & Compliance Built with financial‑institution–level standards.

• SOC 2 Type II audits since 2022
• Annual penetration testing

Workflow Scaling for Advisory Teams Supports large planning teams and complex fact patterns.

• Consistent enterprise workflows
• Handles thousands of edge cases

Benefits

Enhanced Advisory Efficiency Reduces manual estate analysis and improves advisor productivity.

• Automates time‑consuming tasks
• Supports fast onboarding and plan creation

Improved Client Understanding Visual tools help clients grasp complex estate structures.

• Clear diagrams of trusts and asset flows
• Better family engagement and education

Scalable Estate Planning for All Client Types Handles simple to ultra‑complex estates for large advisory firms.

• Supports UHNW scenarios
• Consistent workflows across teams

Stronger Compliance & Risk Reduction Protects sensitive financial data through rigorous controls.

• Independent SOC 2 Type II audits
• Continuous monitoring and threat response