Tell Vera about yourself
A conversation, not a form. Vera asks what she needs and fills in the rest.
The old way: Hours in a lawyer’s office, billed by the hour.
Ask Vera a questionProtect your assets, lower your taxes.Set up a trust.
Veros sets up and administers your trust.
You can rest assured that it’s done right.
Secure & confidentialLicensed-Attorney Review
Trusts are important. We handle it for you.
There’s a reason why wealthy families do it. With our AI-powered platform, Veros makes trust benefits accessible to all.
Asset protection.
Without a trust, your personal estate is exposed to lawsuits, creditors, even divorce. Upon death, it runs through probate: frozen by the courts, made public, with 3–7% of its value lost to attorneys before it reaches your family.
Lower taxes.
Held in South Dakota (no state income tax), assets in an irrevocable trust compound without state tax each year. Upon transfer, they pass on to your beneficiaries without 40% federal estate tax.
Hidden cost of not having a trust.
Everything you own:
- exposed to probate fees
- at risk of being claimed by creditors
- incurring excess tax throughout your life and upon transfer to beneficiaries
A Veros trust pays for itself, immediately and over the long run.
See for yourself on a $500K estate today.
- 20xreturned on what you pay
Probate on a $500K estate runs about $29,000 in court and attorney fees. A Veros trust costs $1,499, once. Your family keeps the $27,501 difference.
See the day-one math - $399/YRto automatically maintain your trust
A trust only protects what is titled into it. Without upkeep, every new deed and account quietly drifts outside the trust. Veros retitles each one as life moves.
See the ongoing math - $1.1Mpreserved from state tax
South Dakota levies no state income tax on trust assets. In an average-tax state the same $500K gives up a slice of every gain, compounding to $1.1M your estate never sees.
See the long-term math
It’s a no-brainer.
Run your own numbersIllustrative, not legal or tax advice. Probate costs follow California Probate Code §10810 applied to a $500,000 estate, plus typical court and administration costs; your own state’s schedule will differ. The tax figure assumes 10% annual growth net of federal taxes with each year’s gain taxed at a 5% national-average state rate over 30 years. California tops out near 13.3% and Florida, Texas and South Dakota levy nothing at all, so your own figure could be far larger than this or zero.
Illustrative, not legal or tax advice. Figures apply California Probate Code §10810 to a $500,000 estate and assume 10% annual growth taxed at a 5% average state rate over 30 years. Your own state’s figures will differ.
The problem
Setting up and maintaining a trust is complicated, expensive, and time-consuming.
It doesn’t have to be that way anymore.
A new way to do trusts.
Our AI agent, Vera, collects what’s needed, drafts your documents, and hands them to a licensed attorney. You can speak with an attorney at any point in the flow. Once your trust is set up, we handle retitling for you and ongoing administration.
We draft your documents
Your deed, schedules, and certificate of trust, generated in minutes.
The old way: Upwards of $5,000 for the same set of documents.
A licensed attorney reviews and signs
Hours, not weeks. Nothing is final until you have read it, asked your questions, and changed what you want.
The old way: Weeks of waiting for a redline to come back.
Veros handles the administration
Assets retitled into the trust, documents vaulted in one place, amendments and upkeep, ongoing.
The old way: Nothing. Every amendment and every retitling is on you.
Fair pricing, made possible with technology
Setting up and managing a trust should not cost thousands of dollars. And you also shouldn't handle it alone.
DaniCalifornia“I had heard setting up a trust the old way meant several lawyers, months of discussions, and a hefty bill. Here it only took an afternoon.”
$1,499one-timeThe Traditional, Attorney Route>$5,000trust formation packet
Trust document generation
A signed revocable deed and an irrevocable structure, ready.
Human advisory
Licensed attorney review and document signing.
The Veros Platform
$399/yrfull maintenance
>$1,000/yrfor updates & admin
Asset retitling
Guided asset retitling into trust, or we will do it for you via PoA.
Trust administration
Ongoing amendments, distributions, and upkeep, handled.
Document storage
All trust documents hosted centrally, always at hand.
Estate value tracking
Trust and family net worth (what's in and out of trust), tracked.
Vera AI agent
Trained by professionals to answer simple questions, accurately.
Trust formation, $1,499 one-time. $250 consultation applies towards formation costs, bringing it to $1,249. Access to Veros Platform, $399 / yr.
Post-trust formation, users may opt to not use the Veros platform and self-administer their trust. We allow users to download their trust documents.
Already have a trust? Skip formation and bring it onto the platform for $399 / yr.
We also support irrevocable and more advanced structures.
Who we are
A Stanford team working with trust professionals to build a modern trust and estate planning solution.
Marcello
An ex-fintech investor and operator, leveraging his experience to make trust administration simple, transparent, and accessible.
Nathania
An ex-Stanford and Meta AI engineer building the platform and systems that redefine how trusts are set up and administered.
James
A licensed South Dakota trust attorney and officer with decades of experience, here as a resource to make sure everything is done right.
And dozens of other professionals on the Veros platform at your disposal.
