Estate planning, done right.For the modern family.

Secure & confidentialLicensed-Attorney Review

Set up and manage your estate like the 1%, starting with a trust.

Veros gives you a South Dakota trust,and a professional trustee.

To have a South Dakota trust, you need a South Dakota trustee.

What a professional trustee does

  1. DistributionsPays for beneficiaries’ health, education, maintenance and support, or specific milestones.
  2. RecordkeepingTracks income, expenses and asset values inside the trust.
  3. Tax complianceFiles the trust’s annual returns.
  4. ReportingClear statements and visibility for beneficiaries and courts.
A professional trustee alone$7,500+ a yearTypically, and often more.
Veros appoints a trustee for$399 a yearTrust setup included, existing trusts welcome.

Your estate, set upFor $399 a yearFor a limited time through SeptemberCancel any time

    • Attorney-reviewed and signed revocable trust
    • Will
    • Beneficiary designations
    • Survey of assets & net worth tracking
    • Paperwork up to date & stored securely
    • Milestone-based distributions
    • Tax-advantaged strategies
    • Asset protection trust
    • Real-time calibration with life and legal changes

1. Contingency plan

Worst case covered, in documents that are signed and current.

  • A revocable trust that says who gets what, and keeps it out of probate

  • A will that nominates a guardian for your children

  • Beneficiary designations set on your retirement accounts, insurance and HSA

2. Financial plan

Grow your assets in the optimal manner, automatically.

  • A full survey of what you and your family own

  • Ongoing net worth tracking as your accounts and assets change

  • Asset protection from creditors, through a domestic asset protection trust

  • Equity grants managed as they vest

  • Milestone-based distributions, if that is how you want it done

  • Tax-advantaged strategies through SLATs, GRATs, ILITs, 529s and more*

3. Transition plan

The handover, prepared long before anyone needs it.

  • A login for your beneficiaries, and an introduction to your trustee

  • Visibility for your beneficiaries into the plan, while you are still here

  • Your estate bridged to theirs, transitioned automatically inside Veros

Veros pays for itself, endless times over.

Veros keeps your estate plan up to dateas life brings a house.

See the full breakdown

Illustrative, not legal or tax advice. Figures assume 30 years of growth at 10% a year. Probate uses California Probate Code §10810 plus typical court costs; other states differ, some far cheaper. The lifetime tax figure is the gap between a portfolio taxed annually at 10%, roughly the California/New York rate, and one at 0%, South Dakota’s trust rate; it assumes an irrevocable South Dakota structure (SLAT, ILIT or GRAT) with the full return taxed every year. The estate tax figure is federal only: it holds the $15M per-person exemption flat instead of indexing it (which overstates the saving) and excludes state estate and inheritance taxes, several of which start below the federal exemption. A revocable trust alone avoids probate; it does not reduce your income tax or taxable estate.

Illustrative, not legal or tax advice. Figures are measured on the estate after 30 years at 10% a year, using California probate and a 10% home-state tax rate against South Dakota’s 0%. The tax figures assume irrevocable South Dakota structures, and the estate tax figure is federal only, before any state estate or inheritance tax. A revocable trust on its own avoids probate; it does not change your income tax or your taxable estate.

We focus on your estateYou focus on what matters most.

We help youset up a contingency plan

A declaration of trust paired with a will. These documents set the foundation of what you own and define a plan for the worst case: they ensure your estate transitions seamlessly without public court intervention, and assign a guardian to take care of your children.

We set up your trust and will, reviewed and signed by an attorney, on our platform.

Declaration of trust
The Reyes Family Trust
Directed · situs south dakota · Veros trustee
Article I · Creation and name

The Settlor, Daniel A. Reyes, hereby declares this revocable living trust and transfers to it the property described herein, to be held upon the terms set forth below. The trust shall be known as The Reyes Family Trust.

Article II · Trust property

The initial trust property is described in Schedule A. Further property may be added at any time, and all income and proceeds therefrom shall be held as trust property.

Article III · Beneficiaries during lifetime

During the Settlor’s lifetime, the Trustee shall distribute income and principal as the Settlor directs, or otherwise for the Settlor’s benefit, support, health and maintenance.

Article IV · Continuation and distributions

On the Settlor’s death the trust continues for the beneficiaries named in Schedule B — two children, equally. Distributions rest in the discretion of the Distribution Trust Advisor, who shall give due consideration to the Settlor’s Letter of Wishes.

Article I of IV

Common questions.

I already have a trust or a will. Can I still use Veros?
Yes. We host your existing documents on the platform and administer them exactly as we would ones we drafted. We also run a free trust and will audit first, so you know whether what you have is set up correctly.
I have a will. Isn’t that enough?
No. A will still goes through probate, the public court process. A trust is what avoids probate. That said, a trust and will go hand in hand: the trust defines how your assets are distributed in the worst case, and a will assigns guardianship for your children.
We’re married with joint assets. How should we set it up?
Usually three documents: an individual trust for each of you, plus a joint trust for what you hold together. All three are included in one subscription, at no extra cost. We ask you to start with one, then we do the others once you are on the platform.
What if Veros goes away?
Your trust is a legal document that belongs to you, held with a licensed, regulated South Dakota trust company. It stands on its own and keeps working regardless of what happens to Veros as a company.
See all questions