Vanilla, an estate planning platform for financial advisors, has partnered with Worthy, an AI-native tax intelligence platform, to integrate tax and estate planning services. Vanilla customers will receive special pricing for Worthy's platform. The partnership addresses the interconnection between tax and estate planning, enabling advisors to evaluate complex scenarios including estate tax implications, trust taxation and multi-generational wealth optimisation. Worthy's AI-native platform ingests client tax data and allows advisors to model Roth conversions, equity compensation decisions and trust structures dynamically. Unlike legacy tax tools offering static snapshots, Worthy provides real-time planning capabilities. When combined with Vanilla's estate planning features, advisors can deliver comprehensive wealth planning with client-ready reports. The integration aims to help advisors surface opportunities and deepen client conversations across both estate and tax planning domains.

Vanilla, the most trusted platform in modern estate planning, today announced significant enhancements to its AI suite, delivering a new level of intelligence and scale to the estate planning workflow.