BeyondWill vs Vanilla

They do different jobs. Vanilla makes estate planning easier for wealth management firms, top-25 RIAs, and family offices serving HNW and UHNW clients: estate diagrams, Vanilla Scenarios for advanced trust modeling, and attorney workflows. BeyondWill is an advisor growth dashboard built on estate-planning data: it turns the plans in your book, sourced through us or anywhere, into ranked, dollar-quantified opportunities like held-away assets, life events, and at-risk inheritances. Vanilla helps you build the plan. BeyondWill tells you who to call this week.

Yes. Keep Vanilla for plan creation and visualization. BeyondWill sits next to your planning workflow, reads the plans in your book, and ranks the revenue opportunities inside them. Plan creation is the cost of entry; Opportunity Signals is the return on investment.

Not today. BeyondWill prepares foundational plans from attorney-approved, state-specific templates: wills, revocable trusts, pour-over wills, healthcare directives, durable POA, and beneficiary designations. Clients whose planning centers on irrevocable trusts or sub-trust architecture are better served by Vanilla or a specialist estate attorney, and BeyondWill still turns those plans into signals once they are in your book.

Both are conversational AI layers that sit on top of a client's estate plan, but they're built for different jobs. VAI Chat is research-first: it lets an advisor ask open-ended questions about an uploaded estate document and flags issues for advisor review. WiseAI is plan-first: it watches for the life events that change what a plan should say (marriage, relocation, birth, death of a named beneficiary), drives the resulting plan update, and gives the client an ongoing conversation with their own plan, not just the advisor's research view. If your priority is interrogating complex existing estate documents, VAI Chat has a meaningful edge. If your priority is keeping plans current and engaging clients between meetings, WiseAI is built for that.

Not currently. Vanilla's strengths are in plan creation, advanced scenario modeling, and client presentations. Ongoing life event detection and automatic advisor alerts when a client's plan falls out of date are not part of the Vanilla product. BeyondWill's WiseAI is built specifically for that monitoring layer.

Starter is free forever and includes the book-wide Risk Score and Plan Analyzer. Paid tiers are $3,500 per year ($350 per month) for Connected and $5,500 per year ($550 per month) for Complete, per advisor. Vanilla does not publish pricing.