Protect your assets, lower your taxes.Set up a trust.

Veros builds your trust from scratch, or takes your existing one and manages it right.

15min free consultation, scheduled immediately

James Petree, J.D.University of South Dakota School of Law
Andy Grocott, J.D.University of South Dakota School of Law
Michael Spraitz, J.D.University of South Dakota School of Law

Secure & confidentialLicensed-Attorney Review

A parent at home, carrying their child down the hall

Everyone should have a trust.

Wealthy families have been set up properly and served professionally for centuries. But trust protections are important for all families. Veros makes it possible.

A couple sitting together, looking out over a mountain landscape through a glass wall

Asset protection.

Without a trust, your personal estate is exposed to lawsuits, creditors, even divorce. At death, it runs through probate: frozen by the courts, made public, and 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 the state taking a cut each year. And they pass outside your estate, sheltered from the 40% federal estate tax upon transfer.

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.

  1. 01The day-one case
    20×returned on what you pay

    Probate takes $29,000 out of a $500K estate. A Veros trust costs $1,499 to set up, and your family keeps $27,000.

    See the day-one math
  2. 02The ongoing case
    $399a year to stay current

    Your estate grows and your life keeps moving; an un-reviewed trust quietly leaves each new account and deed exposed to probate. For less than a dental cleaning a quarter, all of it stays inside the trust.

    See the ongoing math
  3. 03The tax case
    $1.1Mnot paid in state tax over 30 years

    Assets in a South Dakota irrevocable trust compound for decades with no state income tax. Held in an average-tax state, the same $500K gives up a slice of every year’s gain, and the slice compounds.

    See the long-term math

It’s a no-brainer.

Run your own numbers

Illustrative, 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.

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.

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 question

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.
Veros$1,499one-time
The 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, and our story

A Stanford MBA, an AI engineer, and a South Dakota trust officer came together in an entrepreneurship class at Stanford. We spent months interviewing families, trust professionals, attorneys, and advisors to understand what makes trusts inaccessible. The answer was clear: too much complexity, too much manual work, too many costs, and too little transparency.

So we built Veros.

Marcello Rossi

Marcello

An ex-fintech investor and operator, leveraging his experience to make trust administration simple, transparent, and accessible.

Nathania Lim

Nathania

An ex-Stanford and Meta AI engineer building the platform and systems that redefine how trusts are set up and administered.

James Petree, Esq.

James

A licensed trust attorney and officer with decades of experience, here to provide sound advice and make sure everything is done right.

And dozens of other professionals on the Veros platform at your disposal.

Backed by leading Silicon Valley investors and operators
Notable Capital