You · Grantor
Sets up or ingests existing trust with Vera, gets approved by attorney, creates the trust in Veros.
Control and visibility over the trust. Review and approve every move.
Trust professionals
CPA, attorney, wealth advisor: plugged into the same record.
Beneficiaries
Receive distributions and as much visibility as the grantor wishes.
Professional trustee
Licensed officers administer on Veros and available to advise when needed.
Veros
The Reyes Family Trust
Documents · records · administration · AI assistance
Retitling assets
Grove Street condoRetitled
Brokerage · index fundsRetitled
High-yield savingsRetitled
TechCo shares (vested)Retitled
Trust is live and funded
Live and funded · 4 assets
Handled today
Distribution approved