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Vanilla

#8 of 24 in Estate Planning Software

Vanilla: A full estate planning workspace with strong modeling, documents, and integrations. Ranked #8 of 24 in Estate Planning Software by our editors (7.0/10); pricing: Pricing on request; best for advisors needing modeling and integrations.

7.0/10Editor score
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At a glance

  • Editor score
    7.0 / 10
  • Pricing
    Pricing on request
  • Best for
    Advisors needing modeling and integrations
  • Free plan
    No
  • Planning scope
    Full_estate_plan
  • Founded
    2019 · Bellevue, Washington, United States
  • Facts checked
    20 Sep 2026
Vanilla screenshot

  • Where it wins

    • Creates wills, trusts, powers of attorney, and healthcare directives
    • Models GRAT, SLAT, and IDGT strategies with estate projections
    • Connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce

  • Where it doesn't

    • Pricing requires contacting sales
    • Web-only platform
    • Advanced planning features are concentrated in higher tiers

Our verdict on Vanilla

Vanilla is an estate planning platform for financial advisors, RIAs, wealth management firms, family offices, and trust companies. It brings document creation, visual estate diagrams, client-ready reports, scenario modeling, tax projections, client collaboration, and AI-assisted document analysis into one workflow. Its Document Builder supports wills, revocable trusts, powers of attorney, healthcare directives, and advanced planning structures. A Client Portal supports collaborative planning, while attorney network access covers all 50 U.S. states.

Vanilla uses contact-sales pricing across its Advanced, Expert, and Enterprise plans. Advanced includes estate visualizations, customizable PDF reports, document creation, balance sheet and integrations, planning opportunities, and estate projections. Expert adds Estate Builder, AI-assisted abstractions, V/AI for Estate Builder, and optional Vanilla Abstraction Services. Enterprise is designed around firm-specific needs, with team segmentations, roles and permissioning, planner workflows, custom in-app content, and enterprise-level support. The platform connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce, giving firms several routes for financial and CRM data.

The strongest case for Vanilla is its breadth across the estate planning process: Estate Health Check questionnaires identify planning gaps, visual diagrams make plans easier to present, and scenario modeling supports strategies such as GRATs, SLATs, and IDGTs. AI-generated summaries and document analysis add another review layer, while attorney access supports review across every U.S. state. Advisors who need integrated modeling, documents, collaboration, and firm controls should consider Vanilla. Firms seeking a free plan, self-serve pricing, or a non-web platform should look elsewhere.

Vanilla pricing

Plans Pricing on request No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on justvanilla.com

All 3 Vanilla plans and prices →

Vanilla fact sheet

Free planNo
Paid fromNot verified
Planning scopeFull_estate_plan
Trust supportYes
Power of attorneyYes
Beneficiary planningYes
Attorney reviewYes
State coverage50 states
Document storageYes
DeploymentCloud
PlatformsWeb
Compliance & securitySOC 2, SSO/SAML, 2FA
SupportEmail, Docs
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations6 integrations: eMoney, Black Diamond, Orion, Addepar, Plaid, Salesforce See all →
PricingPricing on request (source)
Websitejustvanilla.com
Facts checked20 Sep 2026

Vanilla integrations

Vanilla lists 6 integrations on its own site.

  • eMoney
  • Black Diamond
  • Orion
  • Addepar
  • Plaid
  • Salesforce

See all Vanilla integrations →

Alternatives to Vanilla

See all Vanilla alternatives →

Vanilla vs the competition

Compare Vanilla with any tool side by side →

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Featured on iTechGuides

Featured on iTechGuides — Vanilla 7.0/10

Vanilla is listed in our Estate Planning Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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