![Vanilla Technologies logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2026/11/64ac5619de66-221.webp) [← All companies](https://jobicy.com/companies.md) # Vanilla Technologies Vanilla provides estate-planning technology and expertise that help financial professionals bring planning into client relationships. Visit website HeadquartersBellevue, Washington, United StatesFounded2019Industry [Financial Services](https://jobicy.com/company-category/financial-services.md)Open jobs0 Company profile ## About Vanilla Technologies Vanilla Technologies Inc., which operates as Vanilla, provides estate-planning software and services for financial advisors, registered investment advisers (RIAs), wealth-management firms, and other financial professionals. The company’s platform is designed to help advisors bring estate planning into client relationships and serve clients across a range of needs, from foundational plans to complex, high-net-worth arrangements. Vanilla’s tools combine estate-document review, planning workflows, visual summaries, scenario modeling, and document creation. The Estate Health Check uses a questionnaire to help advisors identify potential planning gaps and opportunities. The platform can also analyze existing estate documents, extract information, produce plan summaries, and present estate structures in visual form for advisor-client discussions. Vanilla’s V/AI products support document analysis, information extraction, and contextual summaries. Vanilla Scenarios enables users to model strategies—including GRATs, SLATs, ILITs, and charitable approaches—and compare possible outcomes. Document Builder guides users through creating estate-planning documents, including wills and trusts. The company also describes access to in-house trust and estate expertise and an attorney network as part of its support for professional users. The company says its customers include RIAs, banks, wirehouses, broker-dealers, and other financial institutions. Its software is intended to help professionals explain estate plans, identify matters to discuss with clients, and incorporate estate planning into broader wealth-management conversations. Vanilla’s website names Vanguard and Mariner among firms associated with its platform, while customer testimonials describe its use in advisor practices. Vanilla says it was founded in 2019 by Steve Lockshin, an independent financial advisor who saw estate planning as a valuable but cumbersome process for clients and professionals. The company’s stated purpose is to simplify and automate estate planning so advisors and attorneys can offer tailored strategies at scale. It reports building a team with experience in wealth management, estate planning, legal practice, design, and software, including more than 180 years of combined trust and estate expertise. The company describes its approach as combining technology with human expertise. Its stated values are Customer Obsession, Trust, Collaboration, Drive, and Pioneering. Vanilla says its team brings together people from varied professional backgrounds and focuses on building products that make complex planning easier to understand. These descriptions reflect the company’s published account of its mission and working culture. [Report incorrect company information](https://airtable.com/appalyRrNUYAOLCkU/pagjtiJotZqaUtwAy/form?prefill_company=Vanilla%20Technologies&prefill_website=https://www.justvanilla.com/) ### Company channels [X / Twitter](https://x.com/getvanilla) [LinkedIn](https://www.linkedin.com/company/justvanilla/) [Facebook](https://www.facebook.com/getvanilla/) Current opportunities ## Jobs at Vanilla Technologies Review each listing for responsibilities, location eligibility, employment terms, compensation, and the employer’s application process. ↗ No published openings right now Hiring changes over time. Browse the wider remote jobs directory or return to this profile later. 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Information is based on the company profile and currently published Jobicy listings. Where is Vanilla Technologies headquartered? Vanilla Technologies lists Bellevue, Washington, United States as its headquarters location. When was Vanilla Technologies founded? Vanilla Technologies was founded in 2019. What industry is Vanilla Technologies in? Vanilla Technologies is listed in the Financial Services industry. Is Vanilla Technologies currently hiring? Vanilla Technologies does not currently have published job openings on Jobicy. The company profile remains available for research between hiring cycles.