# Vanilla

> Vanilla is a US estate planning software company serving financial advisors, RIAs, wealth management firms, and planning professionals. Its platform combines estate document analysis, interactive asset-transfer diagrams, tax projections, scenario modeling, document creation, and specialist support to make estate advice an ongoing part of wealth management.

- **Founded:** 2019
- **Headquarters:** Bellevue, United States
- **Founders:** Steve Lockshin (Co-founder and Chairman), David Hauser (Co-founder)
- **Products:** Vanilla Estate Advisory Platform, Vanilla Document Builder, Vanilla Scenarios, V/AI Copilot, Estate Health Check
- **Notable:** Selected for CB Insights Fintech 100 in October 2024., Vanguard expanded its estate planning offer after a client pilot, announced January 2024., Mariner expansion announced April 2025 covered more than 700 advisors.

## Products & services

- **Vanilla Estate Advisory Platform** — A connected workspace for estate visualization, balance sheets, beneficiary summaries, projections, and client reports; the integrated platform launched in 2023.
- **Vanilla Document Builder** — Guided questionnaires generate estate documents using attorney-drafted, state-specific templates; supported documents include wills, trusts, powers of attorney, and healthcare directives.
- **Vanilla Scenarios** — Advisor-facing modeling and visual comparisons for estate strategies, gifting, relocation, and other assumptions; advanced planning capabilities were expanded in 2025.
- **V/AI Copilot** — AI-assisted estate document summaries, questions and answers, and guidance for advisors.
- **Estate Health Check** — A client questionnaire that helps advisors start estate conversations and identify planning gaps.
- **Vanilla Concierge** — Hands-on support from in-house trust and estate specialists, including document abstraction and help with complex planning workflows.
- **Vanilla Attorney Network** — Access to estate planning attorneys across all 50 US states for clients needing legal engagement.
- **Vanilla Academy** — Advisor education, CE-eligible courses, planning resources, and technical guides; relaunched in July 2024.
- **Vanilla Starter** — Announced September 2025 for boutique RIAs, with a proposed starting price of $99/month and an October launch plan. Treat this as historical announced pricing rather than a current core-platform quote.
- **Agentic VAI** — Announced September 10, 2026: proposed agents for onboarding, profile building, discrepancy detection, and planning opportunities across a client book. General availability was announced for later in 2026.

## Achievements

- Selected for CB Insights Fintech 100 in October 2024.
- Vanguard expanded its estate planning offer after a client pilot, announced January 2024.
- Mariner expansion announced April 2025 covered more than 700 advisors.
- Company reports 60,000 estate documents processed and 32,000 client profiles on its website as observed October 2026.
- The company LinkedIn profile states more than $80 million raised; announced funding rounds have different historical closing totals, so no exact cumulative total is asserted here.

## Latest updates

- **2026-09** — Announced an agentic evolution of VAI, with a Future Proof preview and general availability planned later in 2026; the announcement says advisors retain decisions and legal responsibility.
- **2025-09** — Opened the waitlist for Vanilla Starter with announced pricing from $99/month.
- **2025-08** — Expanded Vanilla Scenarios with advanced planning capabilities.
- **2025-04** — Expanded Mariner relationship to more than 700 advisors.
- **2025-01** — Launched V/AI Copilot for estate document summaries and advisor assistance.

## Links

- Website: https://www.justvanilla.com/
- LinkedIn: https://www.linkedin.com/company/justvanilla
- Twitter/X: https://twitter.com/getvanilla
- Instagram: https://www.instagram.com/getvanilla/
- Facebook: https://facebook.com/getvanilla

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Profile page: https://yespress.io/vanilla
Published by YesPress — https://yespress.io
Last updated: 2026-10-25