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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 Trustworthy?

A straightforward way to protect, arrange, and enhance the management of your most essential information is now at your fingertips. You can find everything needed to keep your family organized and prepared in a single, convenient place. Important documents, such as family identification and vaccination records, can be kept readily available. You can efficiently manage and share family passwords, compile a thorough inventory of valuable possessions for insurance needs, and meticulously document your financial accounts and investments. Automated reminders can help ensure that all information stays up to date, while you can securely store legal and estate documents and invite family members and trusted advisors to collaborate. Many families face the challenge of having vital legal, financial, and medical documents scattered across various filing systems and digital platforms due to geographic dispersion. Additionally, as digital information continues to grow, it often becomes fragmented across multiple locations, complicating management. This is where Trustworthy comes into play, designed to assist with everything from simple tasks like passport renewals to more significant endeavors such as estate planning, ensuring that you and your family are prepared for any scenario. In a world that is becoming increasingly complicated, having all your crucial information consolidated in one location not only enhances organization but also brings a sense of security and tranquility. By utilizing such a comprehensive tool, families can help minimize stress and focus on what truly matters: each other.

Media

Media

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$120 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vanilla

Date Founded

2019

Company Location

United States

Company Website

www.justvanilla.com

Company Facts

Organization Name

Trustworthy

Company Location

United States

Company Website

www.trustworthy.com

Categories and Features

Categories and Features

Password Management

Credential Management
Multifactor Authentication
Password Generator
Password Reset
Password Synchronization
Single Sign On
User Management

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