The AI-Native Trust Company

The trust you've been meaning to set up.

Veros sets up your South Dakota revocable trust, finalizes it with a licensed attorney's review, and gives you a centralized platform to manage your estate. In a single sitting, while maintaining high quality of service.

Get early accessHow it works

AI-Guided Trust Generation  ·  SD Attorney Review & Approval

The Smith Family Revocable Trust
Established March 2026  ·  South Dakota
Active
Total revocable trust value today$0
BeneficiariesOlivia, Lucas, Taylor
Trust typeDirected Grantor Trust
SitusSouth Dakota
Funding progress65%
Trust deed reviewed, signed, & generated
Bank accounts retitled
Brokerage accounts retitled
→
Private business interests transferred
Real estate deed transferred

Sample dashboard. Customer data shown is illustrative.

< 1 hourTo generate, review, and sign your trust deed
$0In attorney fees to get started
#1Trust jurisdiction in the U.S. — South Dakota
DecadesOf SD trust law expertise behind your trust
Why a trust

What a trust actually does.

There are four key benefits to setting up a trust:

REVOCABLE TRUST

Contingency Planning

A revocable trust gives your family clear, binding direction if you become incapacitated or pass away unexpectedly.

REVOCABLE TRUST

Avoid Probate

Without a trust, your estate goes through probate: a public court process that is slow, painstaking, and can cost up to 5% of your entire estate value.

IRREVOCABLE TRUST

Asset Protection

An irrevocable trust allows you to place assets outside of your personal estate, protected from creditors, lawsuits, and divorce claims.

IRREVOCABLE TRUST

Tax Benefits

Assets in a properly structured SD irrevocable trust can compound free of state income tax during lifetime and pass to future generations free of estate and GST tax.

The Veros starting point

Veros's South Dakota revocable trust is a starting point: establish your trust in the #1 trust situs to set yourself up for the long-run, today.

Why Veros

Feel in control of your trust and estate.

Three elements make Veros a better option than the traditional process.

01

Centralized Platform for Trust Administration

Your trust deed, beneficiary list, asset register, distribution history, and trustee actions all live in one place. No filing cabinet at your lawyer's office. No spreadsheets you forgot to update. A single source of truth you can log into any time you have a question.

02

Simplify Trust Set Up and Admin, At a Transparent Cost

Veros generates your deed from a guided conversation, helps you handle asset retitling, and finalizes everything with a licensed South Dakota attorney's review. We then serve as your centralized platform to manage your estate and access advisory services, all for $499/year.

03

Self-Serve, or Talk to An Expert Via Our Veros Marketplace

For most simple revocable trusts, our AI trust advisor can answer your questions and walk you through setup. For situations that need more, our in-house South Dakota trust attorney is one tap away. As your needs grow, our marketplace connects you to estate attorneys, CPAs, and specialists who fit your situation.

How Veros works

Three key functions. One straightforward flow.

Here's how it works:

01

Self-Guided Trust Generation Process

We provide a trust set up flow that helps you learn by doing, with structured templates vetted by decades of trust expertise. Grounded in South Dakota trust law and reviewed by a licensed attorney before anything is final.

02

Centralized Trust Administration Platform

Once your trust is established, the platform becomes the operating system for it. Self-administer, or have some of our licensed trust professionals help you handle it. Either way, full visibility and control over your trust throughout its whole lifecycle.

03

Trust Services Marketplace

Inevitably, as your estate grows and needs become more complex, we will seek to grow alongside you and connect you to our network of estate attorneys, CPAs, tax advisors, and specialists to give you dedicated advisory services.

V
Vera
Voice conversation · 02:14
VERA“Tell me about your family. Who would you like to include as beneficiaries?”
YOU“I have two kids — Olivia and Lucas. Plus my partner, Taylor.”
VERA“Got it. We'll list Taylor as primary, with Olivia and Lucas as contingent.”
Listening…
A QUICK REVIEW BEFORE WE DRAFT YOUR TRUST
Trust typeRevocable Grantor Trust
SitusSouth Dakota
SettlorAlex Smith
Primary beneficiaryTaylor Smith
Contingent beneficiariesOlivia, Lucas
Initial trusteeAlex Smith
Successor trusteeVeros Trust Co.
EditLooks good →
Veros review
Step 2 of 3
In progressComplete
Document drafted
Completed · 12 min
Attorney review
In progress · James Petree, Esq.Completed · James Petree, Esq.
Sign & finalize
PendingIn progressCompleted
The Smith Family Trust
Established March 2026 · South Dakota
Active
Total trust value
$3,540,000
Beneficiaries
3
Funding
65%
Chase Bank · Operating$420K
Fidelity · Brokerage$1.8M
Vanguard · IRA$640K
Real estate · 2 properties$680K
The comparison

The old way. Or the Veros way.

The traditional path to setting up a trust hasn't changed in decades. It works, but it's slow, opaque, and expensive. Here's what that path looks like — and what we built instead.

The old way
The Veros way
Setup time
Weeks to months of attorney back-and-forth
Under an hour, in a single sitting
Cost
Thousands in legal fees, often more for amendments
$499/year, all-in
Document storage
Paper documents in a filing cabinet at the law firm
Centralized digital platform you control
Day-to-day visibility
Whatever you remember, or another billable call
Real-time dashboard, accessible 24/7
Asset retitling
Self-managed paperwork, or extra attorney hours
Guided in-app, with bank and brokerage integrations
Ongoing administration
Manual, paper-based, attorney-dependent
Software-handled, with optional expert oversight
When you need an expert
Find an attorney, schedule, brief, bill
In-house attorney one tap away. Marketplace beyond that.
The team

Built by people who lived the problem.

We came from fintech, trust law, and software engineering. We saw a process that hadn't changed in decades. We're changing it.

Marcello Rossi
Marcello Rossi
Co-Founder & CEO

Beneficiary of a South Dakota trust with first-hand experience of his family’s estate planning journey. Former fintech operator and venture capital investor. MBA, Stanford Graduate School of Business. B.A. Ethics, Politics, and Economics, Yale University. Seeking to provide the same benefits of trust and estate planning he experienced — at scale, for others.

James Petree
James Petree
Co-Founder, COO & Founding Trust Officer

Licensed South Dakota attorney with deep expertise in trust law and administration. J.D., University of South Dakota School of Law. B.S. Finance and M.P.A., USD Beacom School of Business. Over a decade of experience in South Dakota trust administration. Will serve as the human advisor to you and your trust, enabled by our platform.

Nathania Lim
Nathania Lim
Co-Founder & Founding Engineer

B.S. & M.S. Computer Science, AI Concentration, Stanford University. SWE and ML internships at Meta and Amazon. Passionate about building the AI-powered systems that automate the “automatable” portions of trust & estate administration — freeing up more time for white-glove human connection, conversation, and advisory services.

Backed by investors and executives with decades of expertise
John DeVine
John DeVine
Head of Global Operations, Meta
Meta
Mar Hershenson
Mar Hershenson
Founding Managing Partner, Pear VC
Pear VC
Hans Tung
Hans Tung
Managing Partner, Notable Capital
Early access

Your trust is long overdue.
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