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Vanilla Enters Its Next Chapter of Agentic Estate Planning

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BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the modern estate planning platform built for financial advisors, today announced its next chapter with agentic AI at the core. The company is making estate planning a more powerful and proactive practice that delivers greater value and impact to advisors and their entire client book. Vanilla's AI, VAIR, will work across the platform through specialized agents: reading documents to onboard new clients, building the client profile alongside the advisor

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