Vanilla, an estate planning solution for financial advisors, has partnered with Worthy, an AI-native tax intelligence platform for advisors. 

Through the partnership, Vanilla and Worthy’s combined AI-powered services will help advisors build on various opportunities, deepen client relationships, and provide additional estate and tax planning services. 

Additionally, advisors will be allowed to upload client tax documents through the system. The system also provides advisors with insights, including bracket utilization, estate tax exposure,and Roth conversion options, Vanilla said. 

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

Over the past several months, Vanilla has expanded its AI-backed offerings to further deepen its digital footprint in the wealth management sector. 

Recently, Vanilla joined forces with RIA investor Elevation Point, which allows Vanilla to become a preferred estate planning software provider for Elevation Point’s network of advisors. 

Through the collaboration, Vanilla and Elevation Point will integrate estate planning into their workflows to provide their ultra-high-net-worth and high-net-worth clients with advanced “holistic” planning services. 

In September, Betterment Advisor Solutions, a custodian for RIAs, partnered with Vanilla in a move that will allow advisors to gain access to Vanilla’s platform, including access to product education and estate planning through webinars and workshops.