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What is Vanilla?

Vanilla serves as a comprehensive, AI-powered platform designed for estate planning, addressing the needs of financial advisors, estate planners, and legal experts alike. It streamlines the advisory journey, beginning with an effective client intake through the Estate Health Check, followed by collaborative onboarding and the extraction of essential documents. The process reaches its peak with the development, visualization, and modeling of versatile estate plans. Users can effortlessly generate legal documents on demand, including wills, trusts, powers of attorney, and healthcare directives, either via an intuitive questionnaire or with legal assistance. The platform intelligently extracts crucial data from uploaded files, generating interactive visuals such as estate diagrams, balance sheets, tax forecasts, beneficiary summaries, family trees, and waterfall charts. Moreover, its advanced scenario planning capabilities encompass ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, enabling users to assess various strategies over time and refine their estate plans effectively. This multifaceted tool not only simplifies the planning process but also equips users with the insights needed to make well-informed choices about their clients' legacies, ultimately enhancing the quality of service provided to clients.

What is Abstract AI?

Gather targeted resources such as datasets, legislative documents, and various materials to train Abstract AI and perform immediate analyses. Improve communication and advocacy initiatives by leveraging a single platform for both redlining and drafting tasks. Employ Abstract AI to pinpoint potential risks and opportunities that stem from existing as well as changing governmental policies. By integrating comprehensive data sets, Abstract AI notably minimizes the duration needed for evaluating legislative and regulatory frameworks, concentrating on the most relevant details. This robust research assistant can uncover insights into risks and opportunities that may otherwise go unnoticed by your team. With built-in project management features and collaborative document capabilities, it promotes effective teamwork and streamlined reporting processes. Furthermore, it can autonomously create emails, reports, letters of support or opposition, and a variety of other documents, making your workflow even more efficient. Adopting this technology can significantly boost productivity and guarantee that no essential detail is missed in your advocacy work, ultimately leading to more impactful outcomes. As a result, your organization can navigate complex policy landscapes with greater agility and confidence.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Microsoft Outlook

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Vanilla

Date Founded

2019

Company Location

United States

Company Website

www.justvanilla.com

Company Facts

Organization Name

Abstract

Date Founded

2020

Company Location

United States

Company Website

www.abstract.us

Categories and Features

Estate Planning

Not specified

Wealth Management

Not specified

Categories and Features

AI Legal

Not specified

Legal

Not specified

RegTech

Not specified

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