The AI-Native Trust Company

A trust company,
rebuilt around
the relationship.

Software runs the back office. A licensed South Dakota trust officer runs alongside you. Set up your trust in under an hour — keep us for the journey.

Get early access Why Veros

AI-Guided Trust Generation · SD Attorney Review & Approval

Smith Family Revocable Trust

Established March 2026 · South Dakota

Active

Total revocable trust value today$0

Projected value at 90$0+

Estate costs avoided over lifetime$0+

Funding progress65%

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Trust deed reviewed, signed, & generated

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Bank accounts retitled

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Brokerage accounts retitled

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Private business interests transferred

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Real estate deed transferred

Projected value at 90 assumes a 4.6% pre-tax compound annual growth rate over a 60-year horizon, with no additional contributions and no distributions modeled. Estate costs avoided assumes probate fees of ~2.5% of total estate value plus an estimated $5,000 in annual trust-related attorney fees over the trust's lifetime. A revocable trust does not avoid state income tax or federal estate tax — those benefits require migration to an irrevocable non-grantor structure.

Why a trust

It's the right thing to do.
And it's easier now.

For people with assets over $1M, having a trust generates significant benefits for you and your family over the long-run.

Revocable

Contingency planning

Lay out a clear plan for your loved ones in the event of incapacitation. A trust defines who steps in, what they can do, and how your assets are distributed — whether triggered by incapacitation, or simply how you want to distribute your assets during your lifetime.

Revocable

Avoid probate

Assets in a trust transfer directly to your beneficiaries according to the plan you laid out, entirely avoiding the painful, costly, and time-consuming probate process. Ask anyone who has been through probate — it is very much worth avoiding.

Irrevocable

Asset protection

Set aside assets that are untouchable from creditors, lawsuits, and divorcing spouses. South Dakota’s asset protection laws are ranked #1 in the country — with a 2-year creditor lookback window and a high burden of proof on challengers that gives your trust uncommon strength.

Irrevocable

Tax optimization

Trust assets in South Dakota compound for decades without state income or capital gains tax. Distribute those assets cost-effectively to your beneficiaries throughout your lifetime. Upon incapacitation, your assets are not subject to the 40% federal estate tax.

Why Veros

A trust company, rebuilt around the relationship.

Trust services have always been a human craft. But for decades, the people delivering them have spent the majority of their time on paperwork, not with you. We built Veros to invert that ratio — so AI and software can do the tedious work, and the people we hire can build the relationships that matter.

RelationshipAutomationContinuity

Veros

RelationshipA human partner
to advise you

AutomationBest-in-class technology
to serve you

ContinuityCentralize your trust
operations in one place

RelationshipA human partner to advise you

AutomationBest-in-class technology to serve you

ContinuityCentralize your trust operations in one place

Where they meet

Veros

A trust that evolves with you

Start simple today with Veros.
Build an optimal estate from here.

In South Dakota — the state with the strongest trust asset protection and privacy laws in the country, no state income or capital gains tax so trust assets compound more quickly, and no rule against perpetuities that enables assets to be passed down across multiple generations without estate tax.

↑Wealth

Now · Available todayRevocable Grantor Trust

Next · As wealth growsIrrevocable Non-Grantor Trust

TodayDecades of compounding →

Start · Set up with Veros today01

South Dakota Revocable Grantor Trust

The foundational “starter” estate plan.

You — the trust creator or “grantor” — remain in full control. Changes to assets, beneficiaries, and distribution provisions are allowed at any time, so we suggest setting up a revocable grantor trust as a starting point. The assets you place into a revocable trust have a clear distribution plan to your beneficiaries in the event of incapacitation, and avoid probate at death.

What it solves for youContingency planning · Probate avoidance

Next · As wealth grows02

South Dakota Irrevocable Non-Grantor Trust

A more sophisticated estate plan as life becomes more complicated.

You — the trust creator or “grantor” — fully separate yourself from assets in the irrevocable trust. As a result, your assets become protected from creditors, and they compound over decades in South Dakota without state income or capital gains tax. Upon incapacitation, your assets pass down to your beneficiaries without paying the 40% federal estate tax.

What it solves for youAsset protection · Tax optimization

How Veros works

Set up your trust in an hour.
Have a partner for life.

No attorney office visits. No waiting weeks for drafting. No bill shock. No disappearing act after your trust is signed.

Generate & sign

Draft your South Dakota Revocable Trust with our AI co-pilot. Your named trust officer — James Petree, Esq., a licensed South Dakota attorney — reviews and signs your deed. You’re in your dashboard within an hour.

AI-guided drafting · Reviewed & signed by your trust officer

Fund the trust

Retitle your assets into the trust — bank accounts, brokerage, real estate, startup equity, and more — guided step-by-step with automated third-party integrations. Your trust officer handles the assets that don’t fit in a workflow.

Automated retitling · Trust officer for the edge cases

Live with it

Ongoing administration — recordkeeping, accounting, deadlines, post-mortem execution — runs in the background. When something changes in your life, your trust officer is your single point of contact — and your dashboard is the single source of truth.

Automated administration · A trust officer for life

The old way vs. Veros

Trusts were always this important.
They just never felt this accessible.

We didn't invent trust planning. We rebuilt the process so it works for people who have better things to do with 6 months.

TraditionalAttorney-led process

VerosAI-native platform

4–6 months from start to signed trust

✓

Under 1 hour to generate, review, and approve your trust

$5,000–$20,000 in attorney fees

✓

$999 per year, all in

You gather documents; attorney drafts from scratch

✓

AI-guided trust generation flow; licensed SD attorney reviews and certifies

Asset retitling handled by you, manually

✓

Automated and guided retitling across banks, brokerages, and real estate

No ongoing visibility after trust is created

✓

Centralized trust dashboard, document storage, and beneficiary milestones

Attorney moves on to other clients once your trust is signed

✓

Named trust officer is your single point of contact — for life

Advisory-led service tier reserved for $50M+ family offices

✓

White-glove relationship from your first million

The humans behind the platform

The people who'll know
your family.

We built Veros so that the relationship — not the paperwork — is the product. We came from fintech, trust law, and software engineering. We saw a process that hadn't changed in decades. We're rebuilding it around the people we hire to deliver it.

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

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

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.