Vanilla, a modern estate-planning platform for financial advisors, announced a partnership with Worthy, an AI-native tax-intelligence platform designed for advisory firms. The collaboration integrates tax planning capabilities with estate planning workflows, enabling advisors to deliver more comprehensive financial guidance to clients.
The companies say the integration connects tax intelligence with estate-planning insights, allowing advisors to identify planning opportunities arising from major life events and wealth transitions. Traditionally, tax planning tools have offered static snapshots of tax situations and have lacked the ability to analyze how estate planning decisions influence tax outcomes.
Worthy’s technology is designed to analyze client tax data and model dynamic planning scenarios. Advisors can evaluate complex Roth conversion strategies, assess decisions around equity compensation, and identify clients impacted by changes in tax laws. The platform also supports modeling of sophisticated estate-related tax scenarios, including trust taxation and multigenerational wealth transfer strategies.
When paired with Vanilla’s estate planning platform, advisors can analyze how trust structures affect tax positions and examine the relationship between annual tax obligations and long term wealth transfer strategies. The integrated solution also generates client-ready reports designed to support advisor-led planning conversations.
The partnership reflects growing demand among financial advisors for tools that combine tax intelligence with broader financial planning capabilities. Vanilla said the collaboration supports its broader goal of enabling advisors to provide more holistic wealth planning services.
Under the agreement, Worthy will be offered to Vanilla customers at special pricing.
KEY QUOTES:
“Tax and estate planning are two sides of the same coin, and advisors who can speak to both are in a fundamentally stronger position with their clients. That’s what this partnership is about — giving advisors better tools to add value across the full picture of a client’s financial life.”
Gene Farrell, CEO Of Vanilla
“Every time an advisor pulls a client’s tax return, there’s an estate planning conversation waiting to happen. Partnering with Vanilla means advisors can act on those moments — instantly, intelligently, and with the client’s complete financial picture in front of them.”
Jonathan Hudacko, CEO Of Worthy
