The industry’s first AI-driven estate planning assistant accelerates the planning process, delivering greater value to advisors and their customers

Vanilla Launches V/AI Copilot, an Estate Planning Assistant for Advisors

Media Contact:

Ross Stevens
Caliber Corporate Advisers for Vanilla
vanilla@calibercorporate.com

Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is designed to simplify complex tasks, streamline workflows, and help advisors build stronger client relationships.

Estate planning can often become a complicated and time consuming process, with advisors having to understand nuanced documents, extract key information, and navigate complex scenarios. V/AI Copilot assists advisors, helping distill important information, answer questions, and save time. V/AI Copilot features include:

• Document Summaries: Quickly generate a one-page summary of key provisions, family details, and notable callouts within client documents.
• Document Q&A: Ask Copilot questions about uploaded documents, such as “What happens when the first spouse dies?” or “Summarize this trust for my client.”
• General Assistance: Copilot provides guidance on estate planning concepts, Vanilla’s tools, and strategies for engaging with clients effectively.

“We routinely hear from advisors that they are looking for tools that help them deliver value faster without compromising quality,” said Amjad Hussain, CTO of Vanilla. “V/AI Copilot delivers exactly that – speed, clarity, and support in every interaction. We will continue to grow and evolve V/AI Copilot as we continue to work with advisors to create a better estate planning experience.”

V/AI is built according to Vanilla’s AI principles to be enterprise-ready, secure, and not use client data to train our models. As a part of Vanilla’s long-term AI strategy, V/AI Copilot will continue to evolve with new capabilities to meet the growing demands of advisors and their customers.

To see a demo and learn more about Vanilla’s V/AI, visit https://www.justvanilla.com/ai.

About Vanilla

Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering modern, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250122257468/en/