Vanilla was born out of need. In his career as one of Barron’s top ranked independent advisors, Steve Lockshin understood the power of estate planning to bring enormous value to clients. But he also saw first hand how manual the process was and how little clients understood.
In 2019, Lockshin founded Vanilla to simplify and automate the process of estate planning, making it easier for financial advisors and attorneys to give bespoke estate strategies at scale. We use a combination of AI and expert talent to transform a clients estate plan into rich visuals, integrate it with a complete ownership driven balance sheet, and deliver both interactive and static custom reports. Customizable projections and scenario analysis enable you to do the "what if" analysis with a client to explain how different estate plans might work out.
With funding from Venrock and Insight Partners and other investors including F. William McNabb III, former CEO of Vanguard Group, Michael Jordan, NBA legend and businessman, and Jason Wenk, advisor and founder and CEO of Altruist, we have been able to assemble a diverse team from wealth management, estate planning, and enterprise software.
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