The Legal Tech Map › Consumer legal tech and access-to-justice companies
Vanilla
Software for wealth managers to review and model clients' estate plans, with AI and an attorney network
Vanilla gives wealth managers tools to read and summarise clients' estate documents, chart trust structures and model strategies, plus self-service estate document creation, a team of former attorneys on staff and an independent attorney network. Founded by Steve Lockshin; run by Vanilla Technologies Inc. in Bellevue, Washington.
- Market
- Consumer & Access to Justice, Estate planning through financial advisors
- Based in
- Bellevue, United States
- Founders
- Steve Lockshin
- Website
- justvanilla.com
Similar companies
- Wealth.com: Platform financial advisors use to build, analyse and model clients' estate and tax plans (Tempe, United States)
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