
AI agent for estate planning that helps financial advisors onboard clients, summarize documents, and build estate plans in minutes. Features AI copilot, automated estate summaries, and opportunity identification for wealth management firms.
Prices and medians update for the tier you select.
Agents cost 15.9× MCP servers at the Pro tier.
Ranked by how closely each one matches Vanilla Ai's job. Prices show each provider's Pro state; entry prices are labelled as such. Unpriced products still belong to the market.
Market = the products most similar to this one by capability; prices are median / quartiles over its priced members, separated by provider type and buyer tier.