Vanilla Partners with Worthy to Bring AI-Native Tax Intelligence to Financial Advisors

The partnership gives Vanilla customers access to the first personalized tax planning tool for advisors

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a partnership with Worthy, the AI-native tax intelligence platform built for financial advisors. Together, Vanilla and Worthy help advisors surface opportunities, deepen client conversations, and deliver more value across both estate and tax planning. Worthy will be available to Vanilla customers at special pricing.

Tax and estate planning are deeply intertwined — the same life events that shape a client’s estate plan carry significant tax implications and vice versa. Tax planning tools available to advisors until today have failed to provide insights on the tax implications of intelligent estate planning and weren’t designed for proactive, advisor-led planning that drives real client value. Worthy is built on advanced reasoning capabilities, enabling advisors to evaluate not only standard tax scenarios, but to now incorporate sophisticated estate tax scenarios, trust taxation, and multi-generational wealth optimization.

“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,” said Gene Farrell, CEO of Vanilla.

Unlike legacy tax tools that deliver static, one-time snapshots, Worthy is AI-native — ingesting client tax data and enabling advisors to plan dynamically against it. Advisors can identify and model complex Roth conversion scenarios, evaluate equity compensation decisions, and surface clients affected by tax law changes, all without leaving a single platform. When paired with Vanilla’s estate planning capabilities, advisors can go further: evaluating how trust structures affect a client’s tax position, modeling the interplay between annual tax obligations and long-term generational wealth transfer, and delivering compliant, client-ready reports in one click.

“Every time an advisor pulls a client’s tax return, there’s an estate planning conversation waiting to happen,” said Jonathan Hudacko, CEO of Worthy. “Partnering with Vanilla means advisors can act on those moments — instantly, intelligently, and with the client’s complete financial picture in front of them.”

Tax planning is one of the fastest-growing categories in advisor technology. Yet the majority of advisors still lack a purpose-built solution that connects tax intelligence with the broader financial plan. This partnership advances Vanilla’s mission of enabling financial advisors to deliver comprehensive, holistic wealth planning for every client.

Advisors can learn more and request a demo at withworthy.com/vanilla.

About Vanilla

Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.

About Worthy

Worthy helps smart financial advisors deliver the kind of personalized, sophisticated tax planning that used to be impossible to scale. Our AI-native approach combines deep tax knowledge, client-specific context, and mathematical rigor — so advisors can answer complex questions on the fly, model any scenario confidently, and turn their best instincts into results clients love. Learn more at withworthy.com.