Vanilla
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Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.
Vanilla Offices
Remote Workspace
Employees work remotely.
Vanilla has an office in Salt Lake City, Utah where we have a small contingent that works in a hybrid model, three days per week. The rest of our employee base works remotely across the US in a select set of states. See more on our job descriptions!
